《大行報告》富瑞上調農夫山泉(09633.HK)目標價至43.5元 評級「持有」
富瑞發表評級報告指,在惡劣的經營環境下,農夫山泉(09633.HK)專注發展其核心且強勁產品,以致其上半年純利表現優於該行預測,而在營運支出水平上,成本控制是有效,料此策略將持續至今年下半年,或有機會可抵銷原材料成本壓力。
該行表示,將公司今年、明年及2024年盈利預測上調10%、7%及6%,惟下調銷量預測3.1%、1%及2%,主要是去年上半年銷量未能達致預期,並將其目標價由41元上調至43.5元,維持其評級為「持有」。
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