郭思治: 寵物賽道已露崛起跡象 新星朝雲集團(06601.HK)可重點關注
香港股票分析師協會副主席郭思治稱,正值雙十一瘋狂購物期,衆多消費品牌和企業紛紛搶食雙十一蛋糕。近些年興起的寵物行業在今年雙十一的表現更是不遑多讓,寵物食品、寵物用品、寵物醫療等熱度極高,寵物賽道崛起跡象已十分明顯。在衆多寵物行業企業中,朝雲集團(06601.HK)表現頗爲亮眼。
據查,朝雲集團啓動寵物業務僅兩年有餘,但已迅速打開局面,公司多個寵物品牌,在內地市場受到消費者喜愛。且其近日還發布公告稱,簽署戰略合作協議及投資協議,與大陸高端寵物食品製造商山東帥克於寵物食品研發、採購、生產、供應鏈和資本合作等領域開展戰略合作,進一步增強產品產能、優化生產成本、提升產品質量以及把控產品品質,料業務成長性將得進一步放大。此舉有利於公司長遠發展,提升公司在寵物品類的競爭力,拉動業績增長,向市場釋放利好信號。
從股價方面看,雖然朝雲集團本月這幾個交易日表現不俗,九個交昨日日漲幅近10%,但公司股價目前仍處於價值窪地,未來估值提升空間較大,投資機會顯現。公司9月被納入港股通,流通性得到提升,潛力更大,中長期表現值得期待,建議投資者逢低吸納。
(筆者爲證監會持牌人)~
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