《大行报告》摩通上调统一(00220.HK)目标价至11.5元 评级「增持」
摩根大通发表报告表示,统一(00220.HK)去年度销售及盈利按年分别升3.4%及19%,高於市场预期4%,即代表公司去年下半年销售及盈利升3.7%及52%,高於上半年之3%及7%升幅。该行预期,公司之高毛利饮品业务会持续改善,且带动整体毛利率增长,惟输入成本上升和逐步取消社会保险免税额会对其利润有所拖累。
该行上调其今明两年每股盈利预测2%至4%,目标价由9.8元升至11.5元,维持「增持」评级。
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