《大行》华泰证券升乐舒适(02698.HK)目标价至44元 新市场开拓及汇率走强催化业绩高增

阿斯达克财经
Yesterday

华泰证券研究报告中指,乐舒适(02698.HK) 上周五(20日)发布年度业绩,去年实现营收5.67亿美元,按年增24.9%;净利润1.21亿美元,按年增27.4%,超该行预,主要由于公司业务版图扩张叠加主营国家货币对美元汇率走强,营收、净利润均快速增长。公司需求端充分受益新兴市场高人口增速、低渗透率的发展红利,供给端持续推动新市场产销体系布局;该行认为公司IPO融资后现金储备充裕,为本地化产能...

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