【东兴证券:予贵州茅台“强烈推荐”评级,目标价2047元】东兴证券研报指出,贵州茅台(600519.SH)在困难的环境下,2024年仍保持了稳健的增长,显示出业绩的韧性和稳定性。作为白酒行业的龙头企业,茅台拥有稳定发展、穿越周期的能力,看好公司在高端白酒中的市场占有率持续提升的趋势,预期2025年公司实现销售收入同比增长14.45%,归母净利润增长15.3%,对应 EPS 78.73元,当前股价对应估值17.95倍。考虑到茅台历史估值水平以及业绩增长的确定性,给予目标估值26倍,目标价2047元,给与“强烈推荐”评级。

金融界
08 Feb
东兴证券研报指出,贵州茅台(600519.SH)在困难的环境下,2024年仍保持了稳健的增长,显示出业绩的韧性和稳定性。作为白酒行业的龙头企业,茅台拥有稳定发展、穿越周期的能力,看好公司在高端白酒中的市场占有率持续提升的趋势,预期2025年公司实现销售收入同比增长14.45%,归母净利润增长15.3%,对应 EPS 78.73元,当前股价对应估值17.95倍。考虑到茅台历史估值水平以及业绩增长的确定性,给予目标估值26倍,目标价2047元,给与“强烈推荐”评级。

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