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《大行報告》麥格理下調統一(00220.HK)目標價至9元 評級「跑贏大市」
阿思達克 07-07 10:55
麥格理髮表研究報告指出,相信統一(00220.HK)與行業情況一致,將持續面對原材料成本壓力;雖然公司今年第二季的基數較低,但該行預期公司純利將由首季的按年跌12.8%,進一步擴大至第二季的跌19.7%。對於上半年,估計公司收入增長8%,相信全年可實現高單位數的收入增長指引。 該行將統一2022及2023財年的純利預測分別下調7.8%及8.5%,主要基於對其毛利率及經營去槓桿化的預期。另預期公司今年將保持120%的派息率。目標價由9.8元下調至9元,重申「跑贏大市」評級。
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