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港股異動 | 統一企業中國(0220.HK)漲4.7% 機構看高公司股價至10.54港元
格隆匯 03-24 15:59
格隆匯3月24日丨統一企業中國(0220.HK)持續拉昇,現報9.94港元,漲幅4.74%,最新總市值429.34億港元。第一上海證券指,公司去年整體符合預期,其中方便麪業務同比增長7.2%,並認為後疫情時代消費者對方便麪的認知已發生改變,形成一定消費慣性,且公司推出差異化高端產品,有望帶動未來營收長期增長。飲料業務在去年下半年已恢復,且增速高於2019年,預計2021年銷售有望恢復正增長。預計公司未來兩大業務板塊的高端產品驅動因素有望覆蓋當前大宗原材料市場價格上漲趨勢帶來的成本壓力。綜上所述,公司21/22年的盈利預測分別為16.9/18.2億元人民幣,故上調公司目標價至10.54港元,維持持有評級。

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