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《大行報告》大和下調優然牧業(09858.HK)目標價至5.7元 評級「買入」
阿思達克 07-26 11:28
大和發表報告指,優然牧業(09858.HK)料上半年純利按年跌75%至82%,若扣除重估損失,預料公司EBITDA按年增9%至15%,淨利潤則按年穩定。 該行表示,公司預料上半年收入按年增15%至25%,為84億至91億元人民幣,現金EBITDA則達到17.8億至18.8億元人民幣,按年增9%至15%,主要因產能擴大,令原奶及飼料銷量有所增長。 該行表示,由於生物資產重估損失高於預期,將公司在2022年至24年每股盈測下調17%至60%,並將其目標價由6.9元下調至5.7元,維持其評級為「買入」。
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