高盛:升古茗(01364.HK)目标价至32港元 维持“买入”评级

智通财经
Aug 28
【高盛:升古茗(01364.HK)目标价至32港元 维持“买入”评级】智通财经APP获悉,高盛发布研报称,古茗(01364.HK)近期开店速度一直超于预期,在配送补贴和新产品所推动下,每间门市商品交易总额(GMV)增长保持强劲,7至8月增长逾20%。展望2025年,尽管食品配送补贴增加基数,但店铺开设和品类扩张等表现强劲,将支持收入增长。该行将古茗2025至2027年盈利预测上调9%至14%,同时将今年经调整核心净利润预测,由22亿元人民币上调至24亿元人民币。该行对其目标价由30港元上调至32港元,维持“买入”评级。

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