华泰金融(HK)：给予名创优品(09896.HK)“买入”评级 目标价51.21港元
华泰金融(HK)7月26日发布公告。The tariff event disruptions in the US and Indonesia, coupled with the high base of Miniso same-store sales (SSS) at home and abroad in 3Q23, have led to adjustments to the company’s stock price since mid-May. In the medium to long term, given the company’s efficient and flexible supply chain and ample IP products, we remain bullish about the consistently fast pace of Miniso store expansion both domestically and overseas, as well as enhancements to profitability on the back of the maturing TOP TOY store model. We maintain 2024E/2025E/2026E attributable net profit of RMB2.88/3.68/4.60bn. As the fast development in the self-operated market may slightly dent the company’s operating profit margin (OPM), we value the stock at 20x 2024E PE, vs its peers’average of 24x on Bloomberg consensus. Our target price is HKD51.21 (previous: HKD65.85). BUY.
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