大行評級 | 野村:維持日清食品(1475.HK)買入評級 目標價上調至7.7港元
格隆匯3月23日丨野村發表研究報告指,日清食品(1475.HK)去年收入增長9.9%,較該行預期高2.5%,主要是由於香港的銷售向好,期內增長3.4%。
日清宣佈自4月1日起將香港部分袋式及杯裝即食麪產品出廠價上調中高單位數,以抵銷飆升的原材料和物流成本,價格調整將適用香港約80%產品。考慮到香港第五波疫情,以及內地有多個城市封鎖,都將推高即食麪產品需求,野村將今年銷售預測上調3.2%。
野村分別將2022至2023年銷售額和淨利潤預測上調2.8%至3.2%及2.9%至3.4%,主要反映去年業績好過預期及對中港銷量增長的預測,目標價由7.6港元上調至7.7港元,評級維持“買入”。
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