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《大行報告》大和升澳優(01717.HK)評級至「買入」 目標價上調至15.6元
阿思達克 05-13 10:18
大和發表研究報告指,澳優(01717.HK)羊奶粉業務表現有所改善,首季羊奶粉產品收入按季增長30%,分銷商庫存正常化,回落至約2個月水平,銷售去化率穩定,將2021至2023年收入及每股盈利預測上調1%至2%。

該行指,公司目標今年Hyproca銷售點增長15%至20%,羊奶粉業務增長10%,下半年預期將推出有機及高端牛羊奶粉產品。管理層目標全年收入可按年增長15%,該行認為,首季牛奶配方粉收入按年增長56%,去年次季及下半年低基數,以及澳優專注發展高端市場,大和預期有上行空間。

大和將評級由「跑贏大市」上調至「買入」,指出雖然先公布首季業績後股價已升13%,但年初至今股價累跌6%,對比同期恆指升6%,將其目標價由13.6元上調至15.6元。

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