《大行報告》麥格理上調維他奶(00345.HK)目標價至17.8元 評級「跑贏大市」
麥格理發表評級報告指,維他奶(00345.HK)上半財年收入按年增4%,純利由去年3,300萬元增至1.42億元,符合早前發出的盈喜。該行指,該強勁的盈利表現,是由於內地業務復甦、政府補貼增至5,900萬元、庫存壞帳較低、以及新加坡業務的商譽減值下降等所帶動。
該行相信,集團內地營運情況已變得更為健康,在下半財年基數較低、價格上漲以及產能使用率持續上升,應可繼續推動利潤改善。該行將其2023財年及2024財年的純利預測上調244.9%及18.6%,以反映內地業務復甦表現強勁及受惠於價格上漲,目標價相應由17.3元上調至17.8元,維持其「跑贏大市」評級。(ca/s)
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