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《大行報告》大和上調統一(00220.HK)目標價至7.9元 評級「跑贏大市」
阿思達克 03-09 13:57
統一企業中國(00220.HK)去年純利15.01億元人民幣,按年跌7.7%,派每股末期息41.69分。大和發表報告指,去年下半年原材料成本上漲導致毛利率下降,統一企業中國派息率從2020年的100%,提高到2021年的120%,重申對統一企業中國「跑贏大市」評級,目標價由7.3元上調至7.9元。 大和表示,統一食品高檔化趨勢有所改善,飲品受益於強勁的需求,管理層繼續預期有原材料成本壓力。該行維持統一2022至2023年收入預測,將期間毛利率預測下調3至3.9個百分點,因此2022至2023年淨利潤預測下調5%至6%。
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