智通财经APP获悉，摩根士丹利发布研报称，预计新秀丽(01910)受第四季积极展望的推动，该股将出现显著估值重估。8月至10月销售增长已转正。10月美国航空客运量增长约4%，创下今年以来最高增幅，尽管2024年第四季批发基数较高，但仍支撑了管理层的乐观预期。该行予该股“增持”评级，目标价24港元。
该行指，在需求疲软和关税影响下，第三季毛利率依然强劲，供应链和产品管理得到改善，品牌价值增强，竞争格局可控。集团业绩下滑始于2024年第二及第三季度，全球需求受到通胀和旅游热潮逆转的冲击。该行认为2025年第三季可能标志着新周期的开始。
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