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瑞銀:重申澳優(1717.HK)“買入”評級 伊利助公司增長
格隆匯 10-28 15:46

瑞銀髮研報指,澳優(1717.HK)獲由伊利(600887.SH)全資持有的金港商貿公司、有條件同意收購,兩公司產品組合能夠互補,預計伊利將通過其在原材料採購、分銷網絡、品牌建設和融資方面的專業知識和規模效應支持澳優的長期增長,予澳優目標價13.6港元,重申”買入“評級。

瑞銀預計,在強大的品牌和伊利的全國資源的幫助下,澳優短期內將加速全國擴張,長期增長更具彈性。隨着伊利成為控股股東,預計澳優將成為大型IMF公司之一,其定價控制更加強大。該行提及澳優短期內將重新估值,預計投資者將對該消息作出積極的反應,而在交易完成後,澳優可能從一家中型公司轉變為高增長的全球領先乳製品公司之一

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