现阶段的中国中免仍然_老虎社区_美港股上老虎

价值投资为王
2025-04-15

现阶段的中国中免仍然不便宜，按去年净利润算，市盈率32倍。今年1-2月，海南离岛免税销售额同比下滑13%，虽然下滑幅度比去年同期收窄，但依然处于下滑趋势中。
如果按照今年40亿净利润算，市盈率34倍，即使按照分析师乐观的50亿净利润算，市盈率也27倍。
在当前情况下，很难相信中免会重回两位数增长，如此，27倍的估值，在海南离岛免税月度销售额没有恢复增长的情况下，向上的空间几乎不存在。
再等等！ $中国中免(601888)$ $中国中免(01880)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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疯狂虫虫
·2025-04-15
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如果你看空一个股票，你会从各方面去寻找看空的理由。所以你找到了市盈率。
如果你看空一个股票，去找多它的理由，或许你才可以投资成功。而不是为了空而空。
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  看空还是看多，无非两点，估值和业绩
  2025-04-17
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