美银证券:重申毛戈平(01318.HK)“买入”评级 目标价95港元

智通财经
Jul 23
【美银证券:重申毛戈平(01318.HK)“买入”评级 目标价95港元】智通财经APP获悉,美银证券发布研报称,预计毛戈平(01318.HK) 2026年上半年收入增长20%以上,预期因渠道结构向高毛利率的线上转移,将带来一定毛利率扩张,带动净利润增长超过30%。管理层预计下半年收入增长将加快,以达到全年30%的目标。该行大致维持原有预测,予目标价95港元,由于看好毛戈平品牌动能强劲,已奠定稳固基础,有望在行业复苏中通过品类及渠道扩张实现份额提升;其独特定位使其能更好抵御竞争,加上估值吸引,重申“买入”评级。

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