智通财经APP获悉,国信证券发布研报称,判断当前酒店行业基本面处于历史周期底部,股价已领先基本面逐步启动估值修复。在供给侧新阶段以及需求政策期权带动下,龙头有望展现业绩弹性,参考历史周期业绩弹性释放高点估值有望实现双击,当前配置价值依然突出。建议超配酒店龙头,短期结合估值、业绩弹性与个股主观动能;中线参考海外酒店管理龙头确定性品牌变现的稳健增长与良好现金流支撑股东回报的配置价值,优先看好具备强门店...
Source Link智通财经APP获悉,国信证券发布研报称,判断当前酒店行业基本面处于历史周期底部,股价已领先基本面逐步启动估值修复。在供给侧新阶段以及需求政策期权带动下,龙头有望展现业绩弹性,参考历史周期业绩弹性释放高点估值有望实现双击,当前配置价值依然突出。建议超配酒店龙头,短期结合估值、业绩弹性与个股主观动能;中线参考海外酒店管理龙头确定性品牌变现的稳健增长与良好现金流支撑股东回报的配置价值,优先看好具备强门店...
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