再獲機構看好 高盛和匯豐維持中國飛鶴“買入”評級
格隆匯4月26日丨近日,高盛和匯豐兩大機構紛紛發表研究報吿,看好飛鶴股票價值。其中,高盛認為中國飛鶴買入時機已到。目前疫情和急劇通脹壓力已反映在食品和飲料領域估值中,現在憧憬估值或盈利反彈為時過早,但相信最近的回調仍為中國飛鶴等部分股票提供了有吸引力的買入機會。高盛預計,依靠強勁的線下執行、調整後穩定的定價體系以及健康的低渠道庫存,中國飛鶴未來仍能實現兩位數的收入增長,將繼續保持行業領先的市場份額。匯豐研究亦建議投資者關注四個投資主題,香港市場復甦、利率上升、企業股票回購浪潮和具深度價值股份。其中,匯豐將飛鶴列入港股深度價值股份推介名單。此前,匯豐研究就發表過內地奶業報吿,直指中國飛鶴(6186.HK)現價太便宜,維持“買入”評級。
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