UBS Equities-APAC Focus China Leisure _China-chic an attractive growth i...-115253439

报告摘要

APAC Focus: China-chic an attractive growth investment opportunity amid uncertainty Leisure Goods & Services

核心要点

7 May 2025
2367.HK
2145.HK
603605.SS
1318.HK
6181.HK
9992.HK
2020.HK

报告信息

文件全名: 《UBS Equities-APAC Focus China Leisure _China-chic an attractive growth i...-115253439.pdf》
适合读者: 战略规划行业研究员
核心数据: Our 10 China-chic names have on average only 2% US revenue exposure, potentially
In addition, their 32% average 2021-24 sales CAGR (versus China's overall 3.5% retail
Our 10 China-chic stocks trade at 25x/21x 2025E/26E PE on a 25% 2024-26E EPS
(DCF-based price target up from HK$80.60 to HK$93.10 on a 1-4% lift in 2025E-27E
0-11% lift in 2025E-27E EPS, to imply 29x/23x 2025E/26E PE), Pop Mart and NetEase.
核心议题: 管理咨询

常见问题

《UBS Equities-APAC Focus China Leisure _China-chic an attractive growth i...-115253439》主要包含哪些内容?

APAC Focus: China-chic an attractive growth investment opportunity amid uncertainty Leisure Goods & Services核心数据:Our 10 China-chic names have on average only 2% US revenue exposure, potentially;In addition, their 32% average 2021-24 sales CAGR (versus China's overall 3.5% retail;Our 10 China-chic stocks trade at 25x/21x 2025E/26E PE on a 25% 2024-26E EPS。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 33。

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适合战略规划、行业研究员等读者参考。

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