蒙牛(02319.HK)倒升逾2%重越10天線 里昂及花旗重申「買入」評級
藍籌蒙牛乳業(02319.HK)獲里昂及花旗重申「買入」評級,該股承過去兩天跌勢,今早跟隨大市低開見25.05元獲承接,掉頭重越10天線(26元),最高見26.8元,暫受制20天線(26.93元),現造26.35元,倒升2.3%,成交985萬股,涉資2.57億元。
蒙牛乳業(02319.HK)管理層上周指,今年較早時受累於新冠肺炎疫情影響銷售增長中斷後,預計下半年銷售將恢復增長及不太可能發生整個行業範圍內價格戰。花旗也指,雖然疫情對蒙牛帶來一些負面影響,但受惠強勁消費者需求及穩定生乳價格,並料蒙牛下半年銷售可能會回升,故重申其「買入」評級,但目標價由41.72元,降至39.05元。里昂也維持蒙牛「買入」評級,目標價由39元,降至35元,以反映因應疫情下調公司今明兩年銷售預測及核心經營利潤預測。
蒙牛去年純利按年升35%至41.05億元人民幣(下同),每股盈利1.049元,末期股息按年維持18.1分。期內,營業額按年升近15%至790.3億。整體毛利率按年升0.2個百分點至37.6%。
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