《大行报告》瑞银上调康师傅(00322.HK)目标价至22元 评级「买入」
瑞银发表报告表示,康师傅(00322.HK)去年方便面及饮品业务均跑赢行业,去年下半年度饮品收入按年升14%,相对於上半年下跌4%,料该增长趋势有望持续,至於公司料今年方便面业务收入按年持平,亦高於市场预期。
该行下调康师傅2021至2023年度盈利预测11%至15%,以反映成本上涨,目标价则由20.2元升至22元,当中反映较高的中线增长假设,重申「买入」评级,并指公司加快产品创新及未来潜在派特别息的可以是重估的推动力。
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