广发证券研报指出,海天味业增速对应估值合理,未来ROE推动PB估值提升。经历成长股高估值,调整后估值回落,到基本面回升估值企稳过程。过去由外资定价,当前公募持股提升,保险资管配置空间大。海天在大众品里ROE较高、稳定性强且预期回升。业绩增速快则估值更高。参考日美龙头,海天净利润增速10%以上阶段对应当前估值合理,未来ROE推动PB估值提升,PE估值有望在25~30倍波动。海天增长确定性高,参考日美...
Source Link广发证券研报指出,海天味业增速对应估值合理,未来ROE推动PB估值提升。经历成长股高估值,调整后估值回落,到基本面回升估值企稳过程。过去由外资定价,当前公募持股提升,保险资管配置空间大。海天在大众品里ROE较高、稳定性强且预期回升。业绩增速快则估值更高。参考日美龙头,海天净利润增速10%以上阶段对应当前估值合理,未来ROE推动PB估值提升,PE估值有望在25~30倍波动。海天增长确定性高,参考日美...
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