《大行报告》大摩料康师傅(00322.HK)未来45天股价将会走高
摩根士丹利发表技术意见报告表示,今年至今康师傅(00322.HK)股价接近零升幅,相对於同业平均升17%,表现远远落後於同业,主因市场担忧方便面销售回落及饮品业务潜在压力。
该行认为,市场忽视了康师傅长线旗下产品高端化趋势及产品组合升级而令毛利率扩张,同时预期公司上半年方便面销售及毛利均有所上升,而饮品业务则因塑料及市场推广成本上升而受压。整体而言,该行预期康师傅股价於未来45日有70%至80%机会将上升,维持其「增持」评级,目标价为17.2元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.