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《大行報告》花旗上調蒙牛(02319.HK)目標價至57.8元 評級「買入」
阿思達克 08-27 09:58
花旗發表研究報告指,蒙牛(02319.HK)過去幾年積極進軍成人奶粉、冷藏產品、巴氏殺菌奶等具有充足增長空間的領域,支持未來 2至3年利潤持續高增長。 該行指,上半年蒙牛淨利潤高出市場預期約10%, 反映出公司有效地執行其差異化戰略。管理層有信心全年收入增長可較原來目標12%再提升數個百分點,並預期全年EBIT利潤率可較2019年疫情前水平提升。 花旗將今明兩年收入預測提升3%及4%,淨利潤預測調升5%,目標價由55.05元上調至57.8元,維持「買入」評級,並與潤啤(00291.HK)同列為行業首選。
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