《大行報告》摩通上調旺旺(00151.HK)目標價至6.7元 評級「中性」
摩根大通發表報告指,旺旺(00151.HK)半年銷售和利潤按年分別增長10.5%及7.1%,比市場預期高出約5%。當中,乳製品銷售按年增長24%,抵銷了米餅和零食跌幅。
該行指,看好旺旺強勁盈利能力、定價能力和現金狀況。最新預測2022年下半財年的銷售和經常性盈利增長分別爲8%和2%,在未有強勁的催化因素下,料2021至2024財年的每股盈利複合增長率穩定在4%,目標價由6.5元上調至爲6.7元,維持評級「中性」。
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