本周二(6月10日)港股盘初, 蜜雪集团 再度回调近3%,上周四以来跌超11%,截至发稿报550.5港元:
消息面上,美银发表研究报告指出,虽然蜜雪集团是中国最大且最优秀的现制茶饮品牌,但认为其基本面或无法支撑现有估值,近期资金流动推动其估值提升,但近期升势已反映众多利好因素。
美银强调,资金流无法永远为股价带来支持,又指出蜜雪是否属于「新消费」板块仍存有争议,并认为蜜雪的每股盈利上行空间或远低于 泡泡玛特 等IP公司。
美银将其评级从「中性」降至「跑输大市」,不过基于中国业务表现强劲,将今明两年每股盈利预测上调3.4%,收入分别上调2%及2.2%,目标价由400元上调至465元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.