麦格理：美国消费者正回复旅行和户外活动买入新秀丽(01910.HK)、欧舒丹(00973.HK)及万洲(00288.HK) 沽售JS环球生活(01691.HK)及敏华(01999.HK)

AAFN2022-05-20

麦格理发表报告，指美国消费者正回复旅行和户外活动，相信新秀丽将最能得益於美国消费者增加旅行，其40%的收入组合来自北美，商务旅行的增加将对其收入组合产生积极影响。该行对其目标价为29元，评级「跑赢大市」。麦格理指出，美国市场占欧舒丹 16%，对其目标价为38.1元，评级「跑赢大市」；美国业务有30%涉足餐饮，可以从增加社交聚会中受益予万洲目标价为10.28元，评级「跑赢大市」。麦格理认为...

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麦格理：美国消费者正回复旅行和户外活动 买入新秀丽(01910.HK)、欧舒丹(00973.HK)及万洲(00288.HK) 沽售JS环球生活(01691.HK)及敏华(01999.HK)

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麦格理：美国消费者正回复旅行和户外活动买入新秀丽(01910.HK)、欧舒丹(00973.HK)及万洲(00288.HK) 沽售JS环球生活(01691.HK)及敏华(01999.HK)