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港股異動 | 日清食品午後升超12%創新高,料中期綜合溢利同比增30%
uSMART友信智投 08-05 16:37

uSMART友信智投8月5日消息,週三港股午後,日清食品直線拉升,截至15:14分,日清食品升12.57%,報8.15港元,市中最高觸及8.2港元,創歷史新高。

今日午間,日清食品在披露易發佈《正麵盈利預告》,公告稱,預期集團截至2020630日止六個月公司擁有人應佔綜合溢利較2019年同期錄得約30%增長,主要由於在2019冠狀病毒病疫情下令優質即食麵的需求上升,使中國大陸及香港之銷售量增加,以及來自銷售量增加相關的成本降低。

大摩發表研究報告表示,根據日清食品最新發佈的報告顯示,公司上半年淨利潤同比上升約30%,這意味著公司第二季度淨利潤增長達79%,大摩認為這主要是受惠於內地市場及香港市場銷量的提升,而公共衛生事件則帶動了市場對高端速食麵的需求。

大摩原先估計上半年公司盈利將增長18%,而第二季度表現則將會同比上升41%,但是目前公司的市場表現超出大摩對於該公司原先的業績預期,大摩認為公司將是內地速食麵市場高端化趨勢的受益企業,大摩因此看好該公司的長期利潤擴張潛力目前予該公司目標價8.6港元,評級為增持

 

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