摩根士丹利指,老铺黄金(06181.HK) 品牌力量及执行力强劲,下半年增长展望稳固,但基于公司在内地扩张放缓,市场应开始把焦点转至公司资本管理及明年增长展望。该行又指,公司海外扩张潜力明显,但执行将为关键,又指公司以中国文化传承著名,将需更多消费者教育,过度本土化或影响品牌形象。该行亦指,公司股价自7月初高位跌31%,考虑到股价波动性及短期获利风险,估值仍未足够吸引。该股自去年6月上市以来已升...
Source Link摩根士丹利指,老铺黄金(06181.HK) 品牌力量及执行力强劲,下半年增长展望稳固,但基于公司在内地扩张放缓,市场应开始把焦点转至公司资本管理及明年增长展望。该行又指,公司海外扩张潜力明显,但执行将为关键,又指公司以中国文化传承著名,将需更多消费者教育,过度本土化或影响品牌形象。该行亦指,公司股价自7月初高位跌31%,考虑到股价波动性及短期获利风险,估值仍未足够吸引。该股自去年6月上市以来已升...
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