在今年的牛市里,景气的和不景气的板块泾渭分明,增速跑输GDP的行业,基本上无人问津。但是有些行业一直悲观,优秀的公司却靠超越行业的增速实现新高。这里说的便是服装家纺里的361度,在服饰消费明显不景气的当下,361度业绩仍然维持10%+左右的增长,创历史新高。在一片颓势的板块中,股价也算鹤立鸡群。目前看到的是公司的PE依然低于10倍,增速却在业内领先,因此,公司看上去已经满足了较低估值,较高增速的...
Source Link在今年的牛市里,景气的和不景气的板块泾渭分明,增速跑输GDP的行业,基本上无人问津。但是有些行业一直悲观,优秀的公司却靠超越行业的增速实现新高。这里说的便是服装家纺里的361度,在服饰消费明显不景气的当下,361度业绩仍然维持10%+左右的增长,创历史新高。在一片颓势的板块中,股价也算鹤立鸡群。目前看到的是公司的PE依然低于10倍,增速却在业内领先,因此,公司看上去已经满足了较低估值,较高增速的...
Source LinkDisclaimer: 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.