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《大行報告》花旗上調旺旺(00151.HK)目標價至9.21元 評級「買入」
花旗發表報告,指旺旺(00151.HK)在乳品和飲料領域的銷售增長持續強勁,與幾年前的弱點,即嚴重依賴傳統渠道和單一品牌相比,旺旺已經通過更多樣化的渠道和多品牌的產品進行了轉型,支持2022至2024財年恢復收入增長。 該行指,爲轉移原材料成本的壓力,公司將從2022年1月起,將其90%的乳製品和飲料、80%的米餅和50%的零食的本地銷售價格提高中單位數,料短期內毛利率壓力將緩解,目標價由8.83元調高至9.21元,並維持「買入」評級。
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