华泰金融(HK):给予奈雪的茶(02150.HK)“增持”评级 目标价1.58港元
华泰金融(HK)9月15日发布公告。Nayuki Holdings’revenue was RMB2,544mn (-1.9% yoy) and adjusted net loss was RMB438mn (1H23: adjusted net profit of RMB70mn), including RMB150mn in impairment losses related to the closure or planned closure of 200 stores, along with the reversal of associated deferred tax assets. As of 1H24, the company operated 1,597 self-owned stores and 297 franchised outlets. If same-store performance stabilizes, there could be medium- to long-term profit upside; however, we expect operations to remain under pressure in 2H24. We project 2024/2025/2026 EPS at RMB-0.40/0.05/0.09. Our target price of RMB1.58 is based on 16x 2026E PE, above its peers’average of 11x on Wind consensus, to factor in its rare positioning. Downgrade to OVERWEIGHT.
0人
- 每日推荐
- 股票频道
- 要闻频道
- 港股频道
- 北京市:优化房地产政策
- 中日将就福岛核污染水排海问题发表共识,逐步恢复合规的水产品进口
- 部分厂商称已无法下单英伟达H20芯片
- 沪深北上市公司同台路演!信息量很大
- 国家发改委:加大宏观调控力度
- 下周318.62亿元市值限售股解禁,奇安信解禁37.54亿元居首
- 下周限售股解禁市值增至323亿元
- A股重磅!并购重组狂潮来袭,1天内两家公司大规模并购,今年以来约150家公司披露最新重大重组进展
- 沪深300汽车零配件指数报5359.47点,前十大权重包含德赛西威等