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开源证券:维持维珍妮(02199)“买入”评级 FY2023H2业绩承压 静待去库拐点及新品类成长

Zhitong Finance ·  Jul 7, 2023 15:39

智通财经APP获悉,开源证券发布研究报告称,维持维珍妮(02199)“买入”评级,FY2023收入/归母净利润78.8(-5.6%)/3.8(-26.4%)亿港元,其中H1收入创新高、H2受通胀及去库承压,考虑下游品牌去库压力及财务费用压力,下调FY2024-25并新增FY2026盈利预测,预测FY2024-26净利润4.8/5.9/7.5亿港元(FY2024-25此前为5.3/7.5亿元)。公司依托核心技术拓品类逻辑持续验证,拓展无缝成衣品类,同时JV FY2023H2实现盈利,预计FY2024H1内衣及消费电子环比改善/运动筑底,业绩迎拐点。

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