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慕思股份获西南证券买入评级,24Q1业绩增长亮眼

JRJ Finance ·  May 6, 2024 01:03

5月6日,慕思股份获西南证券买入评级,近一个月慕思股份获得5份研报关注。

研报预计2024-2026年EPS分别为2.21元、2.46元、2.84元。研报认为,公司品牌力突出,线下渠道持续升级优化,电商保持较快增长,维持“持有”评级。公司发布2023年年报及2024年一季报,2023年公司实现营收55.8亿元,同比-4%;实现归母净利润8亿元,同比+13.3%;实现扣非净利润7.8亿元,同比+20.6%。单季度来看,2023Q4公司实现营收17.7亿元,同比+6.9%;实现归母净利润2.8亿元,同比+0.8%;实现扣非后归母净利润2.8亿元,同比+19.2%。2024Q1公司实现营收12亿元,同比+25.5%;实现归母净利润1.4亿元,同比+39.5%;实现扣非后归母净利润1.3亿元,同比+36.4%。24Q1营收较快增长,盈利能力改善。

风险提示:原材料价格大幅波动的风险、渠道开拓进展不及预期的风险、行业竞争加剧的风险、房地产市场波动的风险。

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