《大行报告》高盛微降统一(00220.HK)目标价至9元 评级「中性」
高盛发表报告指,统一企业中国(00220.HK)公布今年首季纯利为3.78亿元人民币,按年下跌11%,表现逊於该行预期。虽然快速饮品销售按年录双位数增长,但毛利率疲软及开支增加,拖累首季盈利增长。
展望未来,由於去年基数较容易,及奶茶等产品需求稳定增加,该行预期集团的饮品业务销售可有稳固增长。至於面食业务因基数高,今年表现较为沉静,但估计高档面食产品可跑赢及推动组合改善。
高盛微降统一股份目标价,由9.1元下调至9元,评级维持「中性」,并调低集团今年至2023年每股盈利预测2%。
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