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牛熊異動 | 營收創新高,衍生品漲超80%
uSMART友信智投 08-25 11:14

康師傅控股(00322.HK)開漲11.5%,上半年營收創歷史新高,淨利潤同增58.37%。相關衍生品康控麥銀零乙購A(23753.HK)漲幅超80%。

大和發表報告表示,康師傅(00322.HK)公佈今年上半年純利及核心純利按年各升50%及80%,均高出該行原預期逾50%,主要是受益於方便麪的定價及較佳使用率、飲料產品成本降低,從而推高毛利水平,公司在方便麪及包裝水市場份額均有所提升。

該行表示,重申對康師傅「買入」投資評級,上調對其目標價由15.2元升至18.2元,此相當今明兩年綜合市盈率23倍。

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