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港股異動 | 蒙牛乳業升超8%創新高,相關衍生品暴升460%
uSMART友信智投 07-08 11:58

uSMART友信智投7月8日消息,週三港股,蒙牛乳業高開高走,截至10:45分,蒙牛乳業升8.33%,報35.1港元,市中最高觸及35.25港元,創上市以來新高。

關衍生品亦跟隨大升,蒙牛法興零七購A.C(21128)升462.5%,蒙牛瑞信零七購A.C(20733)升234.62%。

機構方面,瑞信大幅上調蒙牛乳業的目標價,由28.2元上調至40元,投資評級由中性調整至跑贏大市

該行表示,蒙牛的自然增長由今年首季的持平,恢復至4月及5月的有雙位數增長,受到「特侖蘇」品牌穩固增長推動,6月的增長勢頭更進一步加速。瑞信現時預期,集團今年全年的自然增長可按年上升9%。

另外,為反映需求復蘇及毛利率展望優於預期,瑞信又上調蒙牛今明兩年每股盈利預測分別8.1%及12.1%。

 

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