蜜雪冰城核心竞争优势及估值分析--DS版
虎头虎尾巴巴
02-14
$古茗(01364)$
$蜜雪冰城股份有限公司(临时代码)(90128)$
结论:合理估值与建议
估值区间
:700-800亿人民币(约760-870亿港元),对应2023年PE 25-28倍。建议发行价锚定此区间,并强调供应链优势及下沉市场护城河以获取溢价。
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风浪越大我越猛
02-21
风浪越大我越猛
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