HTI东南亚消费行业7月跟踪报告：印尼及越南经济较乐观，消费板块有所走弱
2024-08-21 13:03
研究报告 Research Report 21 Aug 2024 中国必需消费 & 可选消费 China (Overseas) Staples & Discretionary HTI 东南亚消费行业 7 月跟踪报告：印尼及越南经济较乐观，消费板块有所走弱 Economic in Indonesia and Vietnam is more optimistic, and the performance of the consumer has weakened [Table_yemei1] 观点聚焦 Investment Focus [Table_Info] | --- | --- | --- | --- | |------------------|------------|----------|------------| | 股票名称 | 评级 | 股票名称 | 评级 | | 安踏体育 | Outperform | 澳优 | Outperform | | 百威亚太 | Neutral | 九毛九 | Outperform | | 华住酒店集团有限 | Outperform | | | 公司 | --- | -- ...