《大行》瑞銀列出包括蜜雪、老鋪黃金等內地新型消費股評級、目標價及估值比較(表)
瑞銀發表報告,列出內地新型消費股的投資評級及估值比較:
股份│投資評級│目標價
古茗(01364.HK)│買入│31.15港元
蜜雪集團(02097.HK)│中性│435.59港元
衛龍(09985.HK)│買入│16.5港元
百潤股份(002568.SZ)│買入│30.36元人民幣
思摩爾國際(06969.HK)│沽售│10.7港元
泡泡瑪特(09992.HK)│買入│216港元
乖寶寵物(301498.SZ)│中性│113.1元人民幣
中寵股份(002891.SZ)│買入│72.2元人民幣
老鋪黃金(06181.HK)│中性│900港元
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股份│預測明年市盈率│預測今年動態市盈率
古茗│23倍│1.3倍
蜜雪冰城)│37倍│2.3倍
衛龍│20倍│1.6倍
百潤股份│33倍│1.6倍
思摩爾國際│64倍│4.0倍
泡泡瑪特│37倍│1.9倍
乖寶寵物│43倍│2.1倍
中寵股份│34倍│1.6倍
老鋪黃金│33倍│1.4倍
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股份│2025年至2027年每股盈利複合增長率預測
古茗│22.8%
蜜雪冰城│19.5%
衛龍│14.7%
百潤股份│24.7%
思摩爾國際│19.2%
泡泡瑪特│25.2%
乖寶寵物│26.8%
中寵股份│27%
老鋪黃金│31.5%
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