大行评级|高盛:予卫龙“买入”评级 管理层预期今年魔芋产品稳健增长

Group 1 - The core viewpoint of the article is that Goldman Sachs has provided a positive outlook for Weidong, projecting over 15% year-on-year revenue growth for the fiscal year 2025 and a net profit margin between 18% and 20% [1] - Weidong's management highlighted expectations for steady growth in konjac products this year, while the growth of seasoning noodle products is anticipated to recover through the launch of innovative products and channel expansion [1] - Goldman Sachs has set a target price of HKD 13.9 for Weidong, corresponding to a projected price-to-earnings ratio of approximately 19 times for 2027, and has rated the stock as "Buy" [1]