《大行報告》大和上調日清食品(01475.HK)目標價至7.3元 評級「跑贏大市」
大和發表研究報告指,日清食品(01475.HK)於內地及本港的第三季收入均按年錄得增長,毛利率亦在第三季逐步復甦,業績表現大致符合預期。另外,集團以3.5億人民幣收購珠海永南食品餘下29.55%股權,將改善其2023及24年盈利。該行重申集團「跑贏大市」評級,目標價由6.8元上調至7.3元。
該行將集團2022至24年的收入預測下調約2%,預計人民幣兌港元將拖累集團在內地的收入,而考慮到珠海永南食品的貢獻及公司實施回購後,將2023至24年每股盈測提高6到7%。
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