《大行》摩通今年维持对老铺黄金(06181.HK)正面看法 评级“增持”视为行业首选标的

阿斯达克财经
Feb 06

摩根大通研报指,对老铺黄金(06181.HK) 的春节消费表现比市场更为乐观,原因是品牌权益提升、新产品推出、吸引新客户、现有客户重复购买及金价走势有利。集团表现稳健下,应能缓解投资者对近期高基数效应及金价波动下对消费者行为的担忧。认为其凭借系统性发展策略(如门店扩张审慎、直销模式及由精选/培训团队提供的差异化服务品质)最能从体验式增长中获益。摩通将老铺2025至2027年的盈利预测上调1%至7%...

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