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大华继显:维持澳优(1717.HK)“买入”评级 目标价16港元
格隆汇 09-18 15:03

大华继显发布报告称,澳优乳业(01717.HK)成功并令人信服地反驳了8月份的主要卖空指控后,看到这家股价低廉的消费必需品公司的买入机会。其于具有吸引力行业中表现优异,使澳洲乳业成为婴幼儿配方奶粉领域的理想选择。

该行称,乳业股公布 2019 年上半年业绩符合预期,销售随着指引,而由于非经营因素的积极影响,净收益略微领先。 领导公司通过产品创新、品牌投资和渠道渗透继续赢得市场份额。 最近的原奶价格呈上升周期,意味着成本通胀上涨,但其他材料价格已下跌,加上混合升级可抵消牛奶价格上涨。

该行表示,对澳优乳业维持“买入”评级和目标价为16港元。

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