东南亚消费行业2月跟踪报告：消费信心表现分化，仅越南与新加坡股市收涨
海通国际证券·2025-03-28 08:15
研究报告 Research Report 28 Mar 2025 东南亚必需消费 & 可选消费 Southeast Asia Staples & Discretionary 东南亚消费行业 2 月跟踪报告：消费信心表现分化，仅越南与新加坡股市收涨 Confidence Shows Divergence, with Only the VN and SGP Stock Markets Closed Higher [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) | | HAI Southeast Asia Staples | | | | | | HAI Southeast Asia Discretionary | MSCI China | | | | | 160 | | | | | | 140 | | | | | | 120 | | | | | | 100 ...