恆指升幅曾擴至逾300點 中期多賺27%勝預期蒙牛(02319.HK)曾回升8%
港股扭三連跌,恆指下午復市高開149點或0.8%報19,418獲承接,升幅曾擴至323點或近1.7%高見19,592,現報19,550,升281點或1.5%,成交額139億元。
藍籌蒙牛乳業(02319.HK)中期多賺27%,高盛維持蒙牛「買入」評級及予目標價54.9元,以反映公司中期盈利勝預期。該股結束兩連跌,由逾兩年低位反彈兼重上10天及20天線(33.7元及34.3元),曾漲8.1%高見34.8元,現報34.3元,升6.5%,暫爲最強藍籌,成交1,013萬股。
蒙牛公佈,中期純利按年升27%至37.51億元人民幣(下同),每股盈利94.9分,維持不派中期息。期內,總收入按年升4%至477.22億;毛利按年微降0.5%至174.59億元,毛利率按年降1.6個百分點至36.6%,主要由於原輔材料平均價格上漲,以及增加廠房及生產設備投產所產生折舊費用增加。
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