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《大行報告》高盛升蒙牛(02319.HK)目標價至40.3元 績佳及液態奶銷售增長在行業最快
阿思達克 08-28 11:43
高盛發表報告表示,蒙牛乳業(02319.HK)公布中期業績優於該行預期,受益於自身銷售增長及第二季毛利擴張快於預期。

該行表示,從中期業績分析,蒙牛屬內地銷售增長最快的乳業公司,其液態奶按年升11%,對比伊利股份(600887.SH)跌2%、光明乳業(600597.SH)升2%,此因蒙牛持續在內地邊遠城市及鄉郊地區擴展。

高盛上調對蒙牛於2020年至2022年每股盈利預測介乎4至6%,以反映銷售增長加快及毛利率擴張。該行對蒙牛目標價由36元調高至40.3元,相當明年預測市盈率27倍。(wl/u)

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