高盛发表报告表示，上调对名创优品(09896.HK) 目标价，由50元上调至54元，为2025年预测市盈率20倍，重申“买入”评级。
高盛指，公司将于下月底公布去年第四季业绩。该行料季度销售按年升25%至47.9亿元人民币，为早前指引增长25%至30%的下限，主要基于中国同店销售增长在挑战性的消费环境及线下人流压力下受压，但相信海外市场正处于交出45%至50%按年增长的轨道，符合公司早前指引。
该行料名创优品今年收入增长22%，经营溢利率料轻微扩张，受海外直销市场成本节省支持。但业绩将受可换股债及永辉财务影响。该行下调对公司2024年至2026年经调整净利润预测2%至4%，反映第四季盈利预测下调及可换股债券影响，但大致维持今明两年经调整经营溢利预测。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-24 12:25。)
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.