大和发表报告,指蜜雪(02097.HK) 受累未来盈利增长放缓,面对潜在估值向下重评,而第二增长引擎(海外市场/Lucky Cup)尚未被认证,该行将其投资评级由“跑赢大市”降至“持有”,并下调估值基础,由预测今年市盈率28倍降至22倍,目标价由535元降至427元。该行认为蜜雪现时相当于预测今年市盈率21倍的估值已高,相较内地餐饮同业介乎15至19倍,及该行对蜜雪2025至2027年股盈年均复合...
Source Link大和发表报告,指蜜雪(02097.HK) 受累未来盈利增长放缓,面对潜在估值向下重评,而第二增长引擎(海外市场/Lucky Cup)尚未被认证,该行将其投资评级由“跑赢大市”降至“持有”,并下调估值基础,由预测今年市盈率28倍降至22倍,目标价由535元降至427元。该行认为蜜雪现时相当于预测今年市盈率21倍的估值已高,相较内地餐饮同业介乎15至19倍,及该行对蜜雪2025至2027年股盈年均复合...
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