《大行報告》大摩相信蒙牛(02319.HK)股價30日內將升 評級「增持」
摩根士丹利發表技術研究報告,預期蒙牛乳業(02319.HK)股價30日內將升,發生此機會率料約70%至80%,予評級「增持」,目標價56元。
大摩指,蒙牛股價自3月1日以來累跌12%,而同期MSCI中國指數則累跌8%。根據該行渠道檢查,今年乳品需求具韌性。而蒙牛的產品組合升級趨勢仍在繼續。而經銷商亦看到行業內的促銷費用減少。該股現估值相當益預測2022年市盈率24倍,預測2022年市盈增長率1.3倍,以及相當於預測2021年至2023年盈利年複合增長率18%,認為具吸引力。
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