《大行報告》野村上調日清食品(01475.HK)目標價至7.9元 首季中港銷售強勁增長
野村發表報告表示,日清食品(01475.HK)首季度銷售勢頭強勁,在疫情下帶動方便麵銷售大升,撇除匯率因素之香港及內地銷售季內分別升11.1%及16.1%;不過毛利率表現令人失望,按年下跌0.8個百分點至32.1%。
報告補充,預計日清第二季銷售持續強勁,當中料今年香港方便麵銷售按年升7.1%,而內地更升15%。該行上調其2020至2022年盈利預測4%至5%,以反映較佳之香港業務表現及研發成本下降的因素,目標價相應由7.7元升至7.9元,維持「買入」評級。
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