名创优品(MNSO)
icon
Is MINISO Group Holding Limited (MNSO) Stock Outpacing Its Retail-Wholesale Peers This Year?
Investors interested in Retail-Wholesale stocks should always be looking to find the best-performing companies in the group. MINISO Group Holding Limited Unsponsored ADR (MNSO) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.MINISO Group Holding Limited Unsponsored ADR is a member of the Retail-Wholesale sector. This group includes 212 individ ...
MNSOMNSO(MNSO) zacks.com· 2024-05-24 22:46
MINISO Announces Change of Venue for Annual General Meeting on June 20, 2024
GUANGZHOU, China, May 23, 2024 /PRNewswire/ -- MINISO Group Holding Limited (NYSE: MNSO; HKEX: 9896) ("MINISO", "MINISO Group" or the "Company"), a global value retailer offering a variety of trendy lifestyle products featuring IP design, today announced that due to administrative reasons, the venue of its annual general meeting of shareholders to be held on June 20, 2024 has been changed to Flats B-D, 35/F, Plaza 88, 88 Yeung Uk Road, Tsuen Wan, the New Territories, Hong Kong.About MINISO GroupMINISO Group ...
名创优品:点评报告:名创增长稳健,TOPTOY拐点已至
业绩总结 - 名创优品2023年第一季度收入达到37.2亿元,同比增长26%[10] - 毛利率在2023年至2026年间稳步增长,从41.2%增至44.3%[9] - 经调归母净利润预计在2026年达到45.3亿元,同比增长23.4%[9] - GPM 达到了43.4%,创下新纪录,同比增长4.1个百分点[11] - 调整后的净利润为6.17亿元人民币,同比增长28%,调整后的净利润率为16.6%[11] 业务收入 - 国内业务收入25.0亿元,同比增长16%,线下收入21.2亿元,同比增长16%[2] - 海外业务收入12.2亿元,同比增长53%,直营市场增长强劲,GMV同比增长78%[3] 毛利率及未来展望 - 毛利率创新高达43.4%,未来仍有提升空间,公司计划提升IP产品销售占比至50%[4] 财务预测 - 预计2024-2026年的营收将分别为176亿、220亿和268亿人民币,普通股东应占调整后的净利润分别为2.88亿、3.67亿和4.53亿人民币[12] 评级及研究报告 - 买入评级表示未来12-18个月内预期相对基准指数涨幅在10%以上[32] - 海通国际股票研究覆盖率为90.4%买入,8.8%中性,0.8%卖出[34] - 海通国际可能覆盖和评级沪港通和深港通的中国A股[40]
MNSOMNSO(MNSO) 海通国际· 2024-05-21 14:31
Wall Street Analysts Believe MINISO Group Holding Limited (MNSO) Could Rally 25.32%: Here's is How to Trade
MINISO Group Holding Limited Unsponsored ADR (MNSO) closed the last trading session at $23.93, gaining 17% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $29.99 indicates a 25.3% upside potential.The mean estimate comprises four short-term price targets with a standard deviation of $1.62. While the lowest estimate of $27.90 indicates a 16.6% increase from the current price level, ...
MNSOMNSO(MNSO) zacks.com· 2024-05-20 22:56
3 Cheap Consumer Stocks to Buy Now: May 2024
The retail sector can be broadly divided into consumer staples and discretionary. As the name suggests, staples typically imply essential products used by consumers. On the other hand, discretionary implies luxury or non-essential products. Both these segments are a key GDP growth driver for the U.S. economy.In general, high interest rates have negatively impacted consumer spending. However, with the prospects of multiple rate cuts in the next 12 to 18 months, it’s a good time to consider cheap consumer sto ...
Best Growth Stocks to Buy for May 16th
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today May 16th:Powell Industries (POWL) : This metal-working shop which support the petrochemical facilities, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 19.9% over the last 60 days.Powell Industries has a PEG ratio of 1.32 compared with 1.57 for the industry. The company possesses a Growth Score of A.PDD Holdings Inc. (PDD) : This ...
MNSOMNSO(MNSO) zacks.com· 2024-05-16 21:31
MNSO(MNSO) - 2024 Q1 - Earnings Call Transcript
业绩总结 - MINISO集团2023年9月季度总收入达到37亿元人民币,同比增长37% [6] - 2023年9月季度公司营收达到38亿元人民币,同比增长37%[30] - 中国市场营收达到25亿元人民币,同比增长35%[30] - 海外市场营收达到13亿元人民币,同比增长41%[31] - 直营市场营收达到5.92亿元人民币,同比增长近90%[32] - 今年中国同店销售额恢复到了93%的水平[46] - 中国同店销售额较2021年增长了9个百分点,较2022年增长了20%以上[46] - 海外市场同店销售额整体恢复到了约94%的水平[47] - 中国GMV每家店恢复到了新冠疫情前的85%水平,同店销售额恢复到了93%的水平[51] - 美国市场9月份GMV同比增长超过180%[73] - 美国市场预计在假日季节将保持三位数增长[73] 用户数据 - MINISO中国线下门店GMV达到36亿元人民币,同比增长5% [8] - MINISO中国线下门店平均交易量同比增长超过70%,平均交易价值同比增长超过3% [8] - MINISO中国线下门店在2023年前10个月的GMV恢复到2019年水平的100%,符合公司预期 [9] - MINISO海外市场GMV同比增长48%,其中直营市场同比增长80%,分销市场同比增长39% [14] - MINISO海外市场前20个市场的每店销售额同比增长34%,超过整体海外市场的27% [17] - MINISO海外市场在2023年前10个月新增198家门店,加速了海外市场的扩张 [19] - 公司在美国市场已经开设了100家新店[74] 未来展望 - MINISO计划加速海外市场的店铺扩张,预计在第四季度将努力实现350至450家新店的目标[58] - MINISO对海外市场的直营市场充满信心,认为明年将比今年在海外市场开设更多的店铺[59] - 公司计划在未来几个季度推出更多独家产品[79] - 公司预计未来几个季度会看到更多分销市场转变为直营市场[83] - 公司目标是在中国保持门店网络扩张和合理的同店销售增长[86] 新产品和新技术研发 - 公司在未来几个季度推出更多独家产品[79] 市场扩张和并购 - 公司在海外市场已经开设了100家新店[74] - MINISO海外市场在2023年前10个月新增198家门店,加速了海外市场的扩张 [19] - 公司计划在未来几个季度推出更多独家产品[79] - MINISO计划加速海外市场的店铺扩张,预计在第四季度将努力实现350至450家新店的目标[58] 其他新策略 - 公司预计未来几个季度会看到更多分销市场转变为直营市场[83] - 公司目标是在中国保持门店网络扩张和合理的同店销售增长[86]
MNSOMNSO(MNSO) 2024-05-15 03:06
Best Growth Stocks to Buy for May 14th
PDD Holdings Inc. - PDD Holdings Inc. 是一家提供电子商务平台的公司,通过腾讯的微信应用程序让用户参与团购交易[1] - PDD Holdings Inc. 的股票被评为强烈买入,过去60天内其当前年度盈利的Zacks共识预期增长了18%[1] MINISO Group Holding Limited - MINISO Group Holding Limited 是一家零售商,提供设计导向的生活方式产品[3] - MINISO Group Holding Limited 的股票被评为强烈买入,过去60天内其当前年度盈利的Zacks共识预期增长了10.7%[3] Royal Caribbean Cruises - Royal Caribbean Cruises 是一家拥有和经营三个全球品牌的邮轮公司,股票被评为强烈买入[5] - Royal Caribbean Cruises 的股票被评为强烈买入,过去60天内其当前年度盈利的Zacks共识预期增长了9.5%[5]
MINISO Group Announces March Quarter 2024 Unaudited Financial Results
财务表现 - MINISO集团2024年第一季度营收达到人民币37.23亿元,同比增长26.0%[2] - 毛利润为人民币16.16亿元,同比增长39.1%[3] - 营运利润为人民币7.43亿元,同比增长29.1%[4] - 期间利润为人民币5.86亿元,同比增长24.4%[5] - 调整后的净利润为616,891千元,较上年同期增长133,975千元[53] 财务指标 - 美元金额披露仅为方便读者,人民币兑美元的汇率基于美联储董事会2024年3月29日发布的数据[39] - MINISO使用调整后的净利润、调整后的净利润率、调整后的EBITDA、调整后的EBITDA利润率等非IFRS财务指标来评估其运营绩效[40] - 这些非IFRS财务指标的呈现并非意味着孤立使用,而是作为补充措施来审查和评估其运营绩效[41] - MINISO鼓励投资者查看其完整的财务信息,不要仅依赖单一财务指标[46] 市场表现 - 2024年第一季度,MINISO集团总综合收入为462,960千元,较上年同期589,809千元下降81,689千元[53] - 2024年第一季度,MINISO集团在中国大陆市场的收入为2,501,665千元,同比增长16.2%[55] - 2024年第一季度,MINISO集团在海外市场的收入为1,221,866千元,同比增长52.6%[55] 门店分布 - 截至2024年3月31日,MINISO在中国大陆一线城市共有532家店铺,二线城市有1,664家店铺,三线及以下城市有1,838家店铺[56] - 截至2024年3月31日,MINISO在海外市场亚洲(不含中国)地区共有1,402家店铺,北美地区有191家店铺,拉丁美洲地区有563家店铺,欧洲地区有237家店铺[56]
MNSOMNSO(MNSO) Prnewswire· 2024-05-14 12:10
MINISO Group Holding Limited Unsponsored ADR (MNSO) is a Great Momentum Stock: Should You Buy?
动量投资 - 动量投资是跟随股票最近趋势的理念,可以是向任何方向[1] Zacks Momentum Style Score - Zacks Momentum Style Score是帮助我们解决哪些指标是最好关注的问题的一部分[2] MINISO Group Holding Limited Unsponsored ADR - MINISO Group Holding Limited Unsponsored ADR目前持有A级的Momentum Style Score[3] 股票表现 - Zacks Rank 1 (Strong Buy)和A或B级的Style Scores的股票在接下来的一个月内表现优于市场[4]