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《大行報告》中銀國際:蒙牛(02319.HK)被達能出售股權後可釋市場疑慮 料股價下行風險有限
阿思達克 05-13 12:23
達能集團(Danone)公布完成出售蒙牛乳業(02319.HK)達9.8%的股份,套現154億元。中銀國際發表報告表示,達能落實出售蒙牛的9.8%股權,相信可以消除市場對蒙牛遭達能出售持股的不明朗因素,而交易完成後,中糧集團仍持有蒙牛乳業約21.4%股權。

中銀國際重申對蒙牛乳業「買入」評級,予目標價52元,指現時股價便宜,下行風險有限,料今明兩年盈利增長分別可達44%及20%,指蒙牛屬該行內需首選股之一。

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