《大行報告》星展料維他奶00345.HK)截至3月止下半財年錄廿年來首次虧損 降目標價
星展發表報告表示,維他奶國際(00345.HK)發盈警,預期截至今年3月底止年度純利料按年減少25%至35%,主因內地一些省市採取了各種應對措施遏止「新型冠狀病毒」爆發,這些措施嚴重影響公司產品在各地市場計劃及供應鏈,該行指維他奶管理層指引較原預期更差。
該行估計,按維他奶截至今年3月底止下半財年(2020財年下半財年)會自二十年來首度錄得半年財年虧損,估計下半財年會錄1,100萬至8,200萬元虧損,而該行估計維他奶截至今年3月底止全年純利錄4.91億元人民幣按年下跌逾29%。而維他奶國際公布截至去年9月底止中期純利錄5.33億元,按年升3%。
該行予維他奶「持有」投資評級,下調對維他奶目標價,由原來31元降至24.1元,下調對其2020財年及2021財年純利預測介乎30%至32%。(wl/t)
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