《大行報告》大摩料康師傅(00322.HK)未來45天股價將會走高
摩根士丹利發表技術意見報告表示,今年至今康師傅(00322.HK)股價接近零升幅,相對於同業平均升17%,表現遠遠落後於同業,主因市場擔憂方便麵銷售回落及飲品業務潛在壓力。
該行認為,市場忽視了康師傅長線旗下產品高端化趨勢及產品組合升級而令毛利率擴張,同時預期公司上半年方便麵銷售及毛利均有所上升,而飲品業務則因塑料及市場推廣成本上升而受壓。整體而言,該行預期康師傅股價於未來45日有70%至80%機會將上升,維持其「增持」評級,目標價為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.