高盛：亚太区确信买入名单(精选版)加入毛戈平(01318) 剔出华润置地(01109)

智通财经02-05

智通财经APP获悉，高盛发布研报称，列出最新亚太区“确信买入”(精选版)(Directors' Cut)名单，新纳入毛戈平(01318)。移除DISCO (6146.JP) 、华润置地(01109) 、Reliance Industries (RELIANCE.US)。报告指，虽然整体化妆品行业因线上获客成本持续上升、渠道转型红利减弱以及税负增加，盈利能力可能面临挑战，但预期毛戈平能够持续跑赢大市...

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