You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金|中金:予名創優品“跑贏行業”評級 第四季毛利率有望提升至46%以上
格隆匯 02-26 13:24

中金髮表評級報告,預料名創優品第四季收入48.4億元,同比增長26%;非國際財務報告準則淨利潤達8.1億元,同比增長22%。考慮到名創優品高毛利率的海外業務(特別是海外直營業務)佔比提升和IP產品佔比提升,第四季毛利率有望提升至46%以上。渠道擴張方面,公司延續快速開店,特別是創新性嘗試IP Land等大店陸續投入營運,爲品牌帶來外延增長和更高的品牌熱度。至於海外市場方面,中金預計整體收入按年增長約45%,門店延續快速擴張,菲律賓、意大利及英國等國家均在快速開店,並推出哈利波特主題活動。該行對目標價爲48.57港元,評級“跑贏行業”。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account