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《大行報告》大和升日清食品(01475.HK)目標價至6.81元 評級「跑贏大市」
阿思達克 09-02 12:47

大和發表研究報告,指日清食品(01475.HK)管理層維持今年全年中國業務收入增長達雙位數目標。香港區全線容器裝即食麵產品(container-type noodles)自7月起加價,加幅達高單位數,行政總裁對銷售表現滿意,並對內地下半年利潤擴張有信心,因原材料價格穩定及增值稅改革。

該行下調集團2019-21年收入預期6-13%,以反映正在改善的香港區銷售受累香港捷菱(MCMS)表現,及中國收入受匯率影響。不過,該行調升每股盈利預測8-13%,以反映2019年利潤擴張有望快過預期,目標價由6.38元升至6.81元,維持「跑贏大市」評級。

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