大行评级|高盛:上调古茗目标价至32港元 上调今年经调整核心净利润预测
Ge Long Hui·2025-08-28 07:46
Core Viewpoint - Goldman Sachs reports that Gu Ming's recent store opening pace has consistently exceeded expectations, driven by delivery subsidies and new product launches, with a strong growth in gross merchandise value (GMV) of over 20% in July and August [1] Financial Performance - The firm has raised Gu Ming's profit forecasts for 2025 to 2027 by 9% to 14% [1] - The adjusted core net profit forecast for this year has been increased from 2.2 billion to 2.4 billion [1] Target Price and Rating - The target price for Gu Ming has been raised from 30 HKD to 32 HKD, maintaining a "Buy" rating [1]