【行家论股】InNature(INNATURE,5295,主板消费股) 需求走高营运开销减
分析:联昌国际投行研究
目标价:80仙
最新进展:
随着中国自8号起开放边境,InNature(INNATURE,5295,主板消费股)有望重获外国旅客的消费。
INNATURE
行家建议:
我们了解到,疫情前,外国旅客对InNature的销售贡献达10至15%。
目前公司主要业务分布在大马、越南和柬埔寨,预计之后入境这些国家的旅客数量将走高,尤其是消费力强劲的中国旅客。
另外,公司的营运环境也在逐渐改善,主要是运费在去年底已回落至疫情前水平,以及令吉兑英镑升值了6%。
由于InNature有85至90%的采购来自进口并以英镑计价,预计上述变化,对今年的赚幅是个好兆头。
我们也看好公司采取的扩张战略,在高人潮的商场或街区开设售货亭(Kiosk),相比传统店铺租金更低,将有效降低营运成本,同时改善盈利能力。
综上所述,我们上调2023和2024财年预测,幅度分别8.85%和29.6%。目标价也调高至80仙,评级从之前的“守住”,上调至“增持”。
公司的利好因素,包括有游客人数上涨、美容与个人护理产品需求走高、投入成本走低、营运开销减少,以及新产品推出及零售价上涨。
https://www.enanyang.my/行家论股/【行家论股】innature-需求走高营运开销减
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