《大行报告》大和升澳优(01717.HK)评级至「买入」 目标价上调至15.6元
大和发表研究报告指,澳优(01717.HK)羊奶粉业务表现有所改善,首季羊奶粉产品收入按季增长30%,分销商库存正常化,回落至约2个月水平,销售去化率稳定,将2021至2023年收入及每股盈利预测上调1%至2%。
该行指,公司目标今年Hyproca销售点增长15%至20%,羊奶粉业务增长10%,下半年预期将推出有机及高端牛羊奶粉产品。管理层目标全年收入可按年增长15%,该行认为,首季牛奶配方粉收入按年增长56%,去年次季及下半年低基数,以及澳优专注发展高端市场,大和预期有上行空间。
大和将评级由「跑赢大市」上调至「买入」,指出虽然先公布首季业绩後股价已升13%,但年初至今股价累跌6%,对比同期恒指升6%,将其目标价由13.6元上调至15.6元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.