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大行評級|大摩:預計珍酒李渡15天內有約70%至80%機會上漲 目標價8.1港元
格隆匯 03-17 15:56
摩根士丹利發表技術研報,預計珍酒李渡股價未來15天內有約70%至80%機會上漲,目標價定於8.1港元,評級“增持”。報告提及中共中央辦公廳、國務院辦公廳週日(16日)發佈有關支持消費的指導意見,列出根據預期及目前政策框架增加需求的重點領域。大摩認爲,相關意見應該會在短期內支撐消費股的情緒,尤其是推動包括白酒在內的高貝塔類別股份。珍酒李渡作爲H股中唯一的白酒股,上述意見預期將對該股的短期股價產生正面催化劑。該行認爲,珍酒李渡在維持渠道庫存及利潤率方面的紀律,應有助於支持其長期增長。
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