《異動股》農夫山泉(09633.HK)續漲近9%撲牛熊線 成交創八個月高
農夫山泉(09633.HK)承昨天重越10天線,今天股價挑戰牛熊線(44.5元),最高見44.5元,現報44.4元,續升8.8%,成交急增至2,738萬股,創八個月高,涉資11.93億元。
大摩本週一預計,農夫山泉下半年銷售按年增速放緩至21%(上半年增31%),主因是基數較高及第三季及其後的新冠疫情影響。儘管原材料成本上升,但大摩預計公司將通過成本控制和產品結構升級來維持其利潤率,故將農夫山泉未來三年每股盈測均提高4%,目標價由40元至41元,維持「與大市同步」重評。
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