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《大行報告》高盛升蒙牛(02319.HK)評級至「買入」 目標價上調至35.6元
阿思達克 07-03 10:38
高盛發表報告指,對中資乳業的看法更為正面,預期行業於今年第二季的銷售可有強勁復甦,整合亦會加快,且受到健康意識的影響,液態奶的消費料將提升。

該行又預期,因產品組合升級、原奶價格減弱及折扣穩定,蒙牛(02319.HK)及伊利的毛利率可有平穩改善。

高盛上調蒙牛股份評級至「買入」,目標價上調24%至35.6元。

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