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《大行報告》大和:蒙牛(02319.HK)ESG排名改善及市場對其努力認可 將成重估催化劑
阿思達克 09-17 10:17
大和發表報告指,蒙牛(02319.HK)管理層昨日(16日)參加了該行舉行了ESG(環境、社會和管治)會議,主要討論範圍包括碳排放、整體ESG策略及管理層責任,和產品的健康與包裝問題。 該行表示,雖然蒙牛被ESG評級及研究機構Sustainalytics評爲高風險,但其ESG努力和成就獲得投資界的認可,被選爲恆生ESG 50指數成分股中唯一的內地食品公司。此外,隨着明年減碳目標的制定越來越具體,大和預計蒙牛將因其 ESG排名改善而獲估值重評。 大和維持蒙牛乳業「買入」評級,目標價60元,此相當預測2021年至202年市盈率30倍。
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