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摩通:升達利食品(3799.HK)目標價至6.6港元 評級“增持
格隆匯 12-11 10:44

摩根大通發表研究報告,指達利食品(03799.HK)今年為轉型年,並增加在分銷改革、供應鏈和新產品推售的力度,相信可有助公司展遠發展,但會影響短期表現。

該行指,來自麪包、豆奶、能量飲品方面業務的競爭更趨激烈,因此下調達利食品對2019至2021年每股盈利2-3%,但微輕上調對其目標價,由6.5港元升至6.6港元,此按現金流折現率作估值,相當預測2021年市盈率18倍,維持“增持”評級,主要催化劑會是麪包和豆奶類的銷售增長強勁。

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