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晨星:需求疲弱下LVMH中國客戶過去兩年銷售額仍增四成
阿思達克 10-12 14:26
晨星發表研報指,雖然全球時裝及皮具行業需求疲軟,但在中國消費者支持下,全球最大奢侈品集團LVMH時裝及皮革製品業務銷售額在過去兩年內仍增長約40%,預期中國居民的海外支出仍未恢復到疫情前水平,因此對中國消費者奢侈品需求前景看法維持樂觀。 該行預測LVMH集團收入將實現穩健的中高單位數百分比增長,與過去三年的雙位數升幅比較有所放緩。基於LVMH集團第三季業績增長放緩,維持LVMH每股640歐元的公允價值預測。
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