大行评级丨大和:上调新秀丽目标价至25港元 上调今年至2027年盈利预测
Core Viewpoint - Daiwa has raised its earnings per share forecast for Samsonite from 7% to 16% for the years 2023 to 2027, citing changes in the product mix leading to more resilient gross margins and a gradual increase in market spending [1] Group 1 - The potential for a new revenue growth cycle and the possibility of a U.S. listing could attract more global investors [1] - The target price for next year, based on a forecasted price-to-earnings ratio of 13 times, is considered realistically achievable [1] Group 2 - Daiwa has increased its target price for Samsonite from HKD 16 to HKD 25 [1] - The investment rating has been upgraded from "Hold" to "Buy" [1]