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《大行報告》高盛上調康師傅(00322.HK)及周黑鴨(01458.HK)目標價 評級「中性」
阿思達克 07-20 10:15
高盛發表報告表示,上調康師傅(00322.HK)2020至2022年度盈利預測5%至7%,以反映方便麵業務增長加快及飲品業務跌幅收窄,更預期該兩板塊經營溢利率表現強勁。該行估計康師傅上半年銷售及經常性純利按年升3%及34%;而下半年方便麵業務收入及盈利增長料具韌性,飲品盈利料下降,源於公司決定投放更多資源在廣告及推廣,以追回首季銷售缺口,板塊主要同業亦料跟隨。故高盛將康師傅目標價由13.8元升至14.3元,維持「中性」評級。

同時該行上調周黑鴨(01458.HK)今明兩年每股盈利預測5%,以反映其網上業務銷售增長強勁並具韌性,預期今年上半年盈利因疫情而錄顯著下跌,惟下半年將會反彈,料錄低單位數銷售增長,並料純利錄接近10%的純利增長。故高盛將周黑鴨目標價由4.3元微升至4.4元,維持「中性」評級。

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