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港股異動 | 蒙牛乳業(2319.HK)漲4% 獲多家機構看好
格隆匯 09-09 13:56
格隆匯9月9日丨蒙牛乳業(2319.HK)股價高位盤整,現報33.1港元,漲幅4.09%,總市值1309.2億港元。高盛研報指,蒙牛乳業管理層預計今年下半年銷售錄雙位數增長,重申全年毛利率目標為20至30個基點,超高温滅菌奶需求保持韌性,高端化持續推進,而超高温滅菌酸奶亦面臨短期阻力,予目標價51.3港元及“買入”評級。華創證券研究報吿稱,首予蒙牛乳業強推評級,預計2022-24年還原後淨利潤為57.3/71.2/82.9億元,當前估值已被明顯低估,目標價51港元,對應市值空間可看50%。

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