蒙牛(02319.HK)倒升逾2%重越10天线 里昂及花旗重申「买入」评级
蓝筹蒙牛乳业(02319.HK)获里昂及花旗重申「买入」评级,该股承过去两天跌势,今早跟随大市低开见25.05元获承接,掉头重越10天线(26元),最高见26.8元,暂受制20天线(26.93元),现造26.35元,倒升2.3%,成交985万股,涉资2.57亿元。
蒙牛乳业(02319.HK)管理层上周指,今年较早时受累於新冠肺炎疫情影响销售增长中断後,预计下半年销售将恢复增长及不太可能发生整个行业范围内价格战。花旗也指,虽然疫情对蒙牛带来一些负面影响,但受惠强劲消费者需求及稳定生乳价格,并料蒙牛下半年销售可能会回升,故重申其「买入」评级,但目标价由41.72元,降至39.05元。里昂也维持蒙牛「买入」评级,目标价由39元,降至35元,以反映因应疫情下调公司今明两年销售预测及核心经营利润预测。
蒙牛去年纯利按年升35%至41.05亿元人民币(下同),每股盈利1.049元,末期股息按年维持18.1分。期内,营业额按年升近15%至790.3亿。整体毛利率按年升0.2个百分点至37.6%。
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