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《大行報告》大和:約見逾20間內需企業指復甦令人失望 對下半年審慎
大和發表研究報告指,年初至今約見逾20間內需企業,均指出消費復甦令人失望,市場出現「K型」復甦,即高端和低端消費的表現優於中端消費。雖然大多數公司對夏季支出應該會改善持樂觀態度,但該行對「下半年復甦」的說法愈來愈審慎。因此,該行較看好估值較低的消費股,以及能夠更好地抵禦下行盈利修正的消費行業。 該行提到,許多公司仍預計消費將於今年下半年繼續走強,認為整體消費者消費能力依然強勁,但消費者仍在觀望,可能正等待宏觀經濟回暖或真正穩定的疫情情況。 該行看好歷史估值較低和利潤率有回升的行業,因此在短期而言,更偏好必需消費品,例如康師傅(00322.HK)、伊利(600887.SH),相信在消費復甦步伐不確定的情況下,這將更具防禦性。而在非必需消費品方面,該行看好申洲(02313.HK)、裕元(00551.HK)和歐舒丹(00973.HK)。
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