《大行報告》瑞銀上調康師傅(00322.HK)目標價至22元 評級「買入」
瑞銀發表報告表示,康師傅(00322.HK)去年方便麵及飲品業務均跑贏行業,去年下半年度飲品收入按年升14%,相對於上半年下跌4%,料該增長趨勢有望持續,至於公司料今年方便麵業務收入按年持平,亦高於市場預期。
該行下調康師傅2021至2023年度盈利預測11%至15%,以反映成本上漲,目標價則由20.2元升至22元,當中反映較高的中線增長假設,重申「買入」評級,並指公司加快產品創新及未來潛在派特別息的可以是重估的推動力。
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