《大行報告》大摩上調旺旺(00151.HK)目標價至7.4元 評級「與大市同步」
摩根士丹利發表報告指,近期而言,疫情的影響仍是旺旺(00151.HK)收入增長的主要不明朗性,集團管理層提到今年4月及5月的銷售趨勢,較整體零售趨勢為佳,相信新渠道及新產品有所幫助。
管理層又預期借助多品牌策略、全渠道及發展國際業務,長期增長可以維持。另一方面,集團轉嫁原材料成本的上升亦大致在軌道上,但原材料成本壓力仍是近期對毛利率表現的威脅。
大摩上調旺旺股份目標價,由7元升至7.4元,評級維持「與大市同步」,但調低集團今明兩年每股盈利預測分別5%及1%,反映近期疫情造成的影響及毛利壓力。
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