老铺黄金(06181)盘中涨超6%,截至发稿,股价上涨5.84%,现报789港元,成交额8.17亿港元。
据报道,5月16日晚8点,天猫618火爆开售。开卖首小时,超13000个品牌成交翻倍,其中,高工艺黄金热门品牌“老铺黄金”开门红首小时热销记录破4000万,同比去年增长800%。
浦银国际指出,基于该行对老铺黄金的盈利预测,老铺黄金目前相较于中国黄金珠宝品牌平均估值水平具有显著的溢价。主要是由于老铺更高的增长潜力以及更强的盈利水平。如果以PEG作为参考指标的话,老铺的估值水平相较同业依然具有较高的性价比。该行认为,如果老铺黄金能够进一步验证其奢侈品品牌的定位,那么其估值水平有望在当前的基础上获得进一步提升。
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