聚焦伯恩斯坦_爱马仕:估值已反映‘法拉利式重置。We forecast Group organic growth of +9.7% in FY26E vs. consensus at +8.8%. Lower 1Q26E growth forecasts are partially offset by higher FX expectations for the rest of the year, leading to a -1.2% fall in our FY26E EPS forecasts. Our EPS forecasts are in-line with consensus.
聚焦伯恩斯坦_爱马仕:估值已反映‘法拉利式重置。We forecast Group organic growth of +9.7% in FY26E vs. consensus at +8.8%. Lower 1Q26E growth forecasts are partially offset by higher FX expectations for the rest of the year, leading to a -1.2% fall in our FY26E EPS forecasts. Our EPS forecasts are in-line with consensus.
聚焦伯恩斯坦_爱马仕:估值已反映‘法拉利式重置。We forecast Group organic growth of +9.7% in FY26E vs. consensus at +8.8%. Lower 1Q26E growth forecasts are partially offset by higher FX expectations for the rest of the year, leading to a -1.2% fall in our FY26E EPS forecasts. Our EPS forecasts are in-line with consensus.
覆盖 2026 年,全文共 24 页。
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重点分析了伯恩斯坦_爱马仕、估值已反映‘法拉利式重置等议题。