You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大和:澳優(01717.HK)獲伊利入主料有重大營運協同 重申「買入」
伊利(600887.SH)將以34.33%持股成爲澳優乳業(01717.HK)最大股東,大和發表報告,指伊利與澳優在嬰兒配方奶業務上目標客戶、價格範圍及渠道不同,料未來有重大營運協同。 大和指,相較伊利,澳優更易獲得海外優質原材料以生產嬰兒配方奶,特別是羊奶板塊。考慮澳優在內地羊奶市佔踞首,料澳優在高端嬰兒配方奶板塊市佔比較伊利大。 報告稱,伊利在農村及偏遠城市有廣泛銷售網絡,特別是超級市場渠道,有助澳優擴大在內地銷售。澳優亦可強化母嬰用品店渠道(估算貢獻去年嬰兒配方奶收入逾90%)產品組合。伊利亦表態有意維持澳優管理層作業務發展。大和重申予澳優「買入」評級,目標價14.5元,相當於今明兩年平均預測市盈率15倍。
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.
uSMART
Wealth Growth Made Easy
Open Account