《大行》大摩:毛戈平(01318.HK)近期回调提供入市机会 目标价100元吁“增持”

阿斯达克财经
Mar 10

摩根士丹利研究报告指,认为毛戈平(01318.HK) 与中国K型消费模式高度契合,且相对不受地缘政治紧张带来的外部冲击影响;其高端品牌定位及结构良好的业务模式,将推动公司持续获取市场份额。近期公司股价出现调整,主要因农历新年时间因素导致短期销售波动,以及地缘政治紧张下市场避险情绪升温,为长线投资者创造有利的风险回报机会。该行估算该股现价相当于2026年预测市盈率21倍,2025至2027年盈利年均...

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