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《大行報告》花旗料蒙牛(02319.HK)首季復甦勝預期 維持「買入」
阿思達克 05-11 14:23
花旗發表報告表示,估計蒙牛(02319.HK)今年首季銷售以自然增長計為按年持平,較同業表現理想,主因受到液態奶正面銷售增長及3月份大部分業務錄強勁復甦所帶動,更預期蒙牛於今年第二季及上半年銷售均錄正增長,高於市場預期。

報告又指,蒙牛首季銷售同時受惠於新銷售渠道,包括社區團購、超市到家服務及電商業務等,惟尼爾森的數據尚未反映該利好因素,自從疫情爆發以來,尼爾森數據轉移了焦點,大多數投資者低估了蒙牛首季度強勁的業務復甦。該行持續看好蒙牛及潤啤(00291.HK)之前景,維持蒙牛「買入」評級,目標價為39.05元。

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