《大行報告》匯豐研究下調康師傅(00322.HK)目標價至16.5元 評級「買入」
匯豐研究發表報告表示,康師傅(00322.HK)去年業績符合預期,看好公司主業務增長及長線盈利韌性,故維持「買入」評級。
報告又指,康師傅今年仍面臨原材料通脹壓力,但公司透過加價來緩解這方面的壓力,另外由於今年飲料業務擴張力度超出預期和原材料成本壓力,該行上調其2022-2023年收入增長預測,惟下調毛利率預測,將今年每股盈利預測下調19%,2023年亦下調1.2%,目標價由18.3元下調至16.5元。
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