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《大行報告》美銀證券下調統一(00220.HK)目標價至7.8元 評級「中性」
阿思達克 11-11 09:54
美銀證券發表報告,指統一企業中國(00220.HK)首三季稅後淨利潤下跌12%,單計第三季就恢復正增長升4%。展望未來,該行認爲,儘管統一可能會在未來兩週內提高食品和飲料部門的價格,但仍認爲原材料成本的不利因素可能會持續到2022年第二季。 該行將統一2021年和2022年的每股盈利預測分別降低3%和7%,並將目標價由8.8元下調11%至7.8元,以反映毛利率壓力。該股目前估值相當於2021年預測市盈率16倍,並有5%的股息收益率,認爲風險回報平衡,重申「中性」評級。
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