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大行每日評級 | 中金首予藍月亮20元,看好後者增長動能

今日看點

1.中金認爲,藍月亮的後續增長動力清晰,包括品類擴張、管道拓展以及運營提效,而其爆款產品打造、併購整合以及可能納入港股通,則成其股價潛在催化劑。

2.鑑於疫情的影響,野村把友邦保險去年新價值業務調低。但由於內地商機和本地業務復甦,新價值業務將在2021財年逐漸恢復。

3.野村認爲,海底撈2020年度淨利潤大幅下降,比該行預期差。但是海底撈從3月15日起將成爲恆指的成份股,表明其領先的市場地位,該行對其前景充滿信心。

4.摩根士丹利分析師表示,在廉價信貸使資本購買更具吸引力之際,她計算出的波音737 MAX和空客A320neo節省的成本證明瞭替換舊飛機的合理性,這讓她更看好波音。

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