中国开放带来利好 消费股双向受惠
(吉隆坡4日讯)中国即将于本周日(8日)放松管控、重开边境,中国国内市况好转,以及本地即将迎来中国游客,势将让特定消费股受益。
联昌国际投行研究就点名,面向中国市场的本地企业,包括全利资源(QL,7084,主板消费股)、力之源(PWROOT,7237,主板消费股),以及佳源食品(KAWAN,7216,主板消费股),都将在当地消费情绪好转,以及迎来外国旅客中受惠。
在我国方面,中国游客的回归,将可提振本地奢侈品、个人护理产品、啤酒,以及便利店等销售。
受惠的公司,就包括了宝利机构(BONIA,9288,主板消费股)、InNature(INNATURE,5295,主板消费股)、喜力大马(HEIM,3255,主板消费股)、皇帽(CARLSBG,2836,主板消费股)、MYNEWS控股(MYNEWS,5275,主板消费股)和大马7-11控股(SEM,5250,主板消费股)等。
“当然,目前出境和入境中国的详情还是不明确的;但我们相信中国边境重开,长期而言始终对消费产品需求提升有利。”
难忽略成本问题
话虽如此,分析员还是指出,本地消费领域仍面对提高最低薪金、劳工短缺、恢复积极扩张,以及高昂的环境、社会及监管(ESG)成本,导致营运开销走高的问题。
“中国重开可以提振特定商家的销售额,但这回被高昂的成本抵消。”
估值方面,现在的消费股股价也处于5年平均本益比估值附近,显示利好和利空都已经充分反映。
所以,联昌国际投行研究仅给予此领域“中和”评级。
中国开放,谁将受益?
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%B8%AD%E5%9B%BD%E5%BC%80%E6%94%BE%E5%B8%A6%E6%9D%A5%E5%88%A9%E5%A5%BD-%E6%B6%88%E8%B4%B9%E8%82%A1%E5%8F%8C%E5%90%91%E5%8F%97%E6%83%A0
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