港股異動 | 食品股走強 中金稱消費品板塊配置價值有所提升
格隆匯2月8日丨食品股集體走強,其中統一企業中國漲超13%,康師傅漲超5.5%,蠟筆小新食品漲超4%,維他奶國際、雨潤食品漲超2.5%,中糧家佳康,中國旺旺漲超1%。中金髮表報吿,展望今年,考慮板塊股價已出現較大幅度回調,板塊市盈率當前處於過去三年較低位置,部分公司盈利下調風險亦基本反映,該行認為板塊估值或有提升機會。中金稱,港股飲食板塊目前估值相當於預測動態市盈率26.9倍,較2021年1月高點51倍已出現較大估值回調,主要由於部分港股高估值公司業績不及市場預計和市場風險偏好轉變。 報吿認為,目前整體港股公司估值處於相對較低水平,同時相對A股食飲板塊,港股估值仍處偏低位置,板塊配置價值有所提升。報吿維持個股評級,板塊中,中金推薦蒙牛乳業(2319.HK)及康師傅控股(0322.HK)。

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