《大行報告》麥格理微升蒙牛(02319.HK)目標價至46.2元 評級「跑贏大市」
麥格理髮表評級報告指,蒙牛(02319.HK)上半年收入按年增4%,較該行預測低1%,而核心營運利潤按年跌9%至25.2億元人民幣,較該行預測低4%,主要受到疫情影響,以及次季期間的促銷活動;至於下半年,公司會從一個低基點開始,料其收入增長可恢復至按年增14.6%,核心營運利潤增長則恢復至按年增15%。
該行表示,將公司今年及明年純利預測分別上調25%及0.5%,並將其目標價由46元上調至46.2元,維持其評級爲「跑贏大市」。
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