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大摩:相信康師傅(0322.HK)股價60日內跑贏大市 評級“增持”
格隆匯 01-23 11:10

摩根士丹利發表技術研究報告,預期康師傅(00322.HK)股價在未來60日內跑贏大市,發生此概率料70%至80%,予“增持”評級,目標價16.5港元。

該行估計康師傅去年下半年盈利按年升16%,高於市場預測,受市佔增加推動收入按年增長4%,與及銷售槓桿及效益改善帶動毛利率擴張。該行認為康師傅業績在今年可維持增長17%,高於市場預期,主要因為面類及飲品市佔擴大,分銷系統改革、產品升級及產能利用改善。

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