2月25日星期二盘中,名创优品(MNSO)股价大涨5.17%,引发市场广泛关注。
消息面上,多家机构看好名创优品今年业绩向好。高盛发布研报预计,名创优品第四季度销售按年升25%至47.9亿元,海外市场正处于交出45%至50%增长的轨道,符合公司指引。高盛预计,今年名创优品收入仍将增长22%,经营利润率轻微扩张,受海外直销市场成本节省支持。
另外,中金公司表示,名创优品IP战略持续推进,捕捉兴趣消费热点。公司正通过兴趣消费和IP战略布局,打造全球特色零售龙头。自2016年开启IP战略布局以来,公司已与超150个全球知名IP展开合作,近期哈利波特、海贼王等IP产品在海外热销,国内黑神话悟空等IP商品也将陆续推出。机构看好公司在IP和兴趣消费领域的持续深耕。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.