《大行》國信證券對茶飲股近周港股通持股梳理:蜜雪、古茗及茶百道獲增持
部份茶飲及飲料股今日受捧,蜜雪集團(02097.HK)股價揚4.5%報537元,古茗(01364.HK)股價抽高7.2%報27.4元,茶百道(02555.HK)漲4.2%,而奈雪的茶(02150.HK)更飆升30.2%報1.64元。
國信證券於本周一(30日)發表內地社會服務行業報告,就港股通對行業持股梳理(於今年6月16日至6月27日期間):天立國際控股(01773.HK)、茶百道、蜜雪集團、古茗獲增持。
天立國際控股持股比例升1.41百分點至43.16%,茶百道持股比例增0.86百分點至25.34%。蜜雪集團持股比例升1.83百分點至6.89%、古茗持股比例升2百分點至6.24%。
而海底撈(06862.HK)持股比例下降0.39個百分點至18.05%,九毛九(09922.HK)持股比例下降0.12百分點至42.9%,海倫司(09869.HK)持股比例下降0.7個百分點至27.28%,奈雪的茶(02150.HK)持股比例下滑0.56百分點至25.72%。
國信證券對行業維持「優於大市」評級,隨著國家不斷出台擴大內需的利好政策,期內社服板塊估值有望迎來持續修復。目前經濟環境和市場風格下建議配置蜜雪集團、亞朵、天立國際控股、中國東方教育(00667.HK)、攜程-S(09961.HK)、美團-W(03690.HK)、同程旅行(00780.HK)、科銳國際(300662.SZ)、北京人力(600861.SH)、峨眉山A(000888.SZ)等。(wl/u)
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