小摩：奢侈品股首选老铺黄金(06181) 首予“增持”评级

智通财经10-29

智通财经APP获悉，小摩发布研究报告称，对古老黄金工艺(具差异化、更强定价能力、利润率稳定地高，以及展现中国文化及传统)的偏好，多于传统黄金及珠宝板块(成熟、呆滞、利润率低且波动，以及市场领导者受惠行业整合)。该行认为，老铺黄金(06181)有潜力发展成中国罕有的奢侈品股，料2024至2026年间销售及纯利年均复合增长分别达55%及65%，首予评级“增持”，并列为行业首选。对板块偏好次序依次为...

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