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高盛:上调古茗目标价至30港元
Zheng Quan Shi Bao Wang· 2025-08-06 04:55
Group 1 - Goldman Sachs report indicates that food delivery platform subsidies are driving transaction volume growth, enhancing the profit outlook for fresh beverage companies (Gu Ming, Mi Xue) [2] - The bank has raised its net profit forecasts for Gu Ming and Mi Xue for this year by 9% and 1% respectively, reflecting the longer-than-expected duration of subsidies [2] - Gu Ming's profit forecast for next year has been increased by 4%, attributed to strong performance of new products and brand investments [2] - Gu Ming's target price has been raised to HKD 30 [2]