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麦格理:降达利食品(3799.HK)目标价至4.2港元 评级“跑输大市”
格隆汇 08-29 15:24
麦格理发表研究报告指,达利食品(3799.HK) 上半年收入按年增长1%,纯利按年增长5%,大致符合市场预期,但却分别较该行预期低出7%及5%。虽然管理层就下半年表现提供了良好的指引,预期收入达高单位数增长,并在2020年录双位数增长。然而,该行会维持观望态度,因为相信公司的新业务仍需时做出有意义的贡献,而旧有产品类别的增长或有适度放缓的问题。
该行重申公司“ 跑输大市 ”投资评级,目标价由原来的4.3港元略为下调至4.2港元,并将其2019及2020财年纯利预测各下调1%。
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