《大行报告》大摩升蒙牛(02319.HK)目标价至50元 评级「增持」
摩根士丹利发表报告表示,以业务自然增长而言,预期蒙牛(02319.HK)今年下半年收入按年录升低双位数,经营溢利率增0.3至0.5个百分点,而由於2021年度农历新年较迟,令11至12月销售表现较弱。整体上相信蒙牛未来2至3年,在销售扩张及新产品带动下销售及经营溢利率持续有低双位数的升幅。
该行大致维持其2020至2022年度盈利预测不变,目标价则由45元提升至50元,维持「增持」评级。
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