港股異動 | 維他奶(0345.HK)5日連跌21% 創2017年9月以來新低
格隆匯12月2日丨維他奶(0345.HK)再度下跌超5%,5日連跌21%。現報14.56港元創2017年9月以來新低價,總市值155億港元。日前公司公佈中期業績,實現收入36.04億港元,同比下降18.3%;股權持有人應占溢利3280.4萬港元,同比下降95.1%,不派中期息。其中,中國內地的銷售及溢利卻因銷售下滑而受到嚴重影響。值得注意的是,這是維他奶國際自1994年上市以來首次不派中期息。大摩下調維他奶目標價至13.1港元,評級減持。認為競爭劇烈將為集團在內地進一步增長帶來挑戰,而大豆價格飆升亦會對成本構成壓力。

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