日本可选消费&必需消费：关于《HTI日本消费行业6月跟踪报告：通胀再次升温，入境游拉动可选消费》的错误修订

[Table_Main] 研究报告 Research Report 25 Jul 2024 日本可选消费& 必需消费Japan Discretionary & Staples 关于《HTI 日本消费行业 6 月跟踪报告：通胀再次升温，入境游拉动可选消费》的错误修订 Corrections on Inflation Accelerated in June, Foreign Tourists Visiting Japan Continued to Boost Discretionary Consumption Errors [Table_yemei1] 观点聚焦Investment Focus [Table_Info] | --- | --- | --- | --- | --- | |---------------|------------|--------|-----------|-----------| | | | | 市盈率 | P/E | | 股票名称 | 评级 | 目标价 | PE(2025E) | PE(2026E) | | 迅销集团 | Outperform | 45,000 | n.a. | n. ...