《大行报告》大摩上调蒙牛(02319.HK)目标价至56元 评级「增持」
摩根士丹利发表的研究报告指,该行对蒙牛乳业(02319.HK)2020至2022年的销售预测轻微调整,管理层最近指2020至2021年考虑到原奶价格压力,开支将较理性,故将其2020至2022年的经营开支预测下调,并将期内盈利预测升1%至2%,目标价由50元升至56元,主要反映2020至2022年盈利预测上调。随着蒙牛探索新渠道及新产品,估计将支持长远增长,评级「增持」。
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