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《大行报告》美银证券上调统一(00220.HK)目标价至10元 评级「中性」
阿思达克 03-24 11:10
美银证券发表研究报告,指统一(00220.HK)去年表现符预期,认为风险回报率平衡,重申「中性」评级,目标价由8.7元上调至10元。

虽然面类比较基数高,不过该行料公司在1至2月的销量趋势健康。不同於去年,公司产品升级的增长持续,主因公司在渠道、品牌以及新类别中升级的成果,对其「开小灶」以及自煮火锅产品维持乐观。虽然原材料成本有上升,但公司自去年第三季建成PET库存,抵销部份压力,料推广费用将增加。

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