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研报掘金丨光大证券:爱美客一季度表现符合预期,维持“买入”评级

Research Report Nuggets丨Everbright Securities: Aimeike's performance in the first quarter was in line with expectations and maintained a “buy” rating

Gelonghui Finance ·  Apr 10 17:05

According to the Everbright Securities Research Report, the opening performance of Aimeike (300896.SZ) in the first quarter was in line with expectations. According to the median revenue announced by the company, the company's Q1 revenue growth rate was 29.3% year over year. 2023Q1 is the first quarter where social activity fully resumed before the epidemic. After the Spring Festival ended in January 2023, from February to March 2023, society ushered in a strong recovery in consumption, and consumption in the medical and aesthetic industry also experienced a retaliatory rebound. On the basis of the high base of 2023Q1, the company's revenue growth rate in the first quarter was still close to 30% year-on-year, so I think the company started well in '24. The bank believes that with the company's layout in botulism, optoelectronics, and fat loss, the company's medium- to long-term development prospects are still worth looking forward to and promising. It believes that the company's current valuation level is low compared to its ability to grow, and maintains a “buy” rating.

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