研報掘金丨招商證券:古井貢酒當下低估明顯,予“強烈推薦”評級
招商證券日前研報指出,古井貢酒(000596.SZ)召開2024年度股東大會,在股東會上提出,當下行業增長壓力顯現、庫存大、價格不穩等問題長期存在,正視行業困難,內外並舉積極應對。聚焦古20/古16/古8,整合老貢酒,省外板塊化推進。管理層具備穿越週期的經驗,當下低估明顯,維持25-27年每股收益爲11.54、12.79、13.98元,給予“強烈推薦”投資評級。
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