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《大行报告》大和:蒙牛(02319.HK)获达能落实出售股权可去除不明朗 重申「买入」评级
阿思达克 05-13 12:12
达能集团(Danone)公布完成出售蒙牛乳业(02319.HK)达9.8%的股份。大和发表报告表示,达能若落实出售蒙牛的9.8%股权,相信可以消除市场对蒙牛不明朗因素,指达能和蒙牛目前在内地共同经营冷藏及酸奶产品合营公司,而达能持有婴儿配方奶粉公司雅士利(01230.HK)共25%股权。据蒙牛管理层指,公司目前营运不会改变,而以达能为品牌的酸奶产品,目前占蒙牛冷藏产品仅为一小部分。

大和表示,重申对蒙牛乳业「买入」评级,予12个月目标价55元,此相当於2021年预测市盈率35倍,与大型同业估值相约。

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