申万宏源研究 上海市南京东路99号 | +86 21 2329 7818 www.swsresearch.com 简单金融 成就梦想 零售电商 | 公司研究 名创优品出海 2.0：超级 IP 驱动，全球版图 2024年06月04日 扩张 买入 名创优品 (MNSO.N) 维持 强化全球化战略、深化供应链赋能及多维度布局，名创开启“出海 2.0”时代。名创自2013 年创 市场数据：2024年6月03日 立以来快速成长为全球领先零售品牌，并在海外市场取得显著进展。2024 年宣布其全球化战略升 级至“出海 2.0”，旨在成为全球第一的 IP 设计零售集团，目标至 2028 年收入年复合增长率不 收盘价（美元） 14.23.20 低于 20%，每年新增 900 至 1100 家门店，全球门店数量翻番，IP 产品占比超 50%。其通过深 纳斯达克指数 10,16828.67 化全球五大区域市场，尤其是欧美市场布局与供应链优化，以及加快在北美与欧洲的扩张计划， 52周最高/最低价 (美元) 29.49/14.93 展现全球化决心。目前海外市场已成为名创的重要增长动力，2023 年海外市场营收显著增长，同 美股市值（亿 ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about MINISO Group Holding Limited Unsponsored ADR (MNSO) .MINISO Group Holding ...

Investors interested in Retail-Wholesale stocks should always be looking to find the best-performing companies in the group. MINISO Group Holding Limited Unsponsored ADR (MNSO) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.MINISO Group Holding Limited Unsponsored ADR is a member of the Retail-Wholesale sector. This group includes 212 individ ...

GUANGZHOU, China, May 23, 2024 /PRNewswire/ -- MINISO Group Holding Limited (NYSE: MNSO; HKEX: 9896) ("MINISO", "MINISO Group" or the "Company"), a global value retailer offering a variety of trendy lifestyle products featuring IP design, today announced that due to administrative reasons, the venue of its annual general meeting of shareholders to be held on June 20, 2024 has been changed to Flats B-D, 35/F, Plaza 88, 88 Yeung Uk Road, Tsuen Wan, the New Territories, Hong Kong.About MINISO GroupMINISO Group ...

研究报告Research Report 15 May 2024 名创优品 MINISO Group (MNSO US) 点评报告：名创增长稳健，TOPTOY 拐点已至 Review report：MINISO Continued Solid Growth, TOPTOY Witness a Turning Point [观Ta点bl聚e_焦yem Inevie1s] tment Focus [Tab维le_持Inf优o] 于大市Maintain OUTPERFORM (Please see APPENDIX 1 for English summary) 事件：名创优品5月 14日公布1Q财报。收入37.2亿元，同比增 评级 优于大市OUTPERFORM 长 26%；毛利率 43.4%创历史新高，同比增长 4.1pct；经调净利润 现价 US$24.15 6.2亿元，同比增长28%，经调净利率16.6%，同比增长0.2pct。 目标价 US$31.90 点评：国内业务收入 25.0 亿元，同比增长 16%。名创收入 22.8 亿 市值 US$7.95bn 元，同比增长 14%；其中线下收入 21.2 亿元，同比 ...

MINISO Group Holding Limited Unsponsored ADR (MNSO) closed the last trading session at $23.93, gaining 17% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $29.99 indicates a 25.3% upside potential.The mean estimate comprises four short-term price targets with a standard deviation of $1.62. While the lowest estimate of $27.90 indicates a 16.6% increase from the current price level, ...

The retail sector can be broadly divided into consumer staples and discretionary. As the name suggests, staples typically imply essential products used by consumers. On the other hand, discretionary implies luxury or non-essential products. Both these segments are a key GDP growth driver for the U.S. economy.In general, high interest rates have negatively impacted consumer spending. However, with the prospects of multiple rate cuts in the next 12 to 18 months, it’s a good time to consider cheap consumer sto ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today May 16th:Powell Industries (POWL) : This metal-working shop which support the petrochemical facilities, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 19.9% over the last 60 days.Powell Industries has a PEG ratio of 1.32 compared with 1.57 for the industry. The company possesses a Growth Score of A.PDD Holdings Inc. (PDD) : This ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today May 14th:PDD Holdings Inc. (PDD) : This company which provides an e-commerce platform allowing users to participate in group buying deals, primarily through Tencent's Wechat app, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 18% over the last 60 days.PDD Holdings has a PEG ratio of 0.34 compared with 0.58 for the industry. The ...

Exhibit 99.7 MINISO Group Holding Limited (A company incorporated in the Cayman Islands with limited liability) (於開曼群島註冊成立的有限責任公司) Stock Code 股份代號: 9896 年度報告 2023* ANNUAL REPORT ...