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港股异动 | 康师傅涨近4% 方便面业务市场份额不再流失
格隆汇 09-12 09:50
格隆汇9月12日丨康师傅(0322.HK)涨近4%,报11.42港元,成交2194万港元,总市值641.6亿港元。康师傅公布的2019年上半年经营业绩显示,公司营业收入达到304.95亿元,虽略有下滑1.62%,但是净利润却呈现15.05%的高增长。尤其是方便面业务,净利润更是增长31.24%。 麦格理近日发布研报称,公司方便面业务市场份额不再流失,而饮品业务料已渡过最坏时间,当中水业务势头良好,而公司将会进一步加码投资于渠道和品牌建立。公司亦降低资本开支指引,由原先预期25亿元人民币降至介乎15-20亿元人民币。该行并相信公司派息比率很大机会达100%,相等于2020年的股息回报率约4.7%。维持康师傅“中性”评级,目标价由12港元升至12.5港元,以反映今明两年盈利预期各上调7%。
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