《大行報告》麥格理一舉升蒙牛(02319.HK)評級至「跑贏大市」 上調目標價至49元
麥格里發表報告一舉將蒙牛(02319.HK)評級自「跑輸大市」升級至「跑贏大市」,管理層預料全年收入至少錄得低雙位數增長,毛利率料可提升30點子至50點子,加上原奶短缺,料往後市場競爭將趨健康。該行上調蒙牛今明兩年盈測分別8%及16%,以反映澳洲Bellamy貢獻,目標價相應自23元上調至49元。
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