【大行评级|摩根大通:上调名创优品目标价至43港元 评级升至“增持”】摩根大通发表研报指,对名创优品评级从“中性”上调至“增持”,基于中国同店销售增长复苏,以及海外扩张强劲(占新增门店五至七成),经营利润率提升1.1个百分点。此外,永辉超市转型路线图更清晰,目标今年大幅减少亏损。公司的股东回报计划达7.6%(至明年6月回购17亿港元股票,并保持五成以上派息率)。该行亦把对名创优品估值方法从现金流折现改为基于市盈率,目标价由29港元上调至43港元,预测市盈率目标15倍。

金融界
25 Mar
摩根大通发表研报指,对名创优品评级从“中性”上调至“增持”,基于中国同店销售增长复苏,以及海外扩张强劲(占新增门店五至七成),经营利润率提升1.1个百分点。此外,永辉超市转型路线图更清晰,目标今年大幅减少亏损。公司的股东回报计划达7.6%(至明年6月回购17亿港元股票,并保持五成以上派息率)。该行亦把对名创优品估值方法从现金流折现改为基于市盈率,目标价由29港元上调至43港元,预测市盈率目标15倍。

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