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《大行报告》大摩下调达利食品(03799.HK)目标价至5.7元 评级「增持」
阿思达克 03-30 10:45
摩根士丹利发表报告指,达利食品(03799.HK)管理层目标今年销售有中至高单位数的增长,并加快产品创新。虽然原材料成本上升或令毛利率受压,但管理层不预期会有明显影响,因新产品的扩展可助抵销部分成本挑战。

大摩下调达利食品股份目标价,由6.5元降至5.7元,评级维持「增持」,并调低集团今年至2023年盈利预测11%至12%,以反映去年数据、管理层销售指引及原材料成本令毛利率轻微受压等因素。

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