《大行報告》裏昂升維他奶(00345.HK)評級至「跑贏大市」 上調目標價至16.2元
裏昂發表評級報告指,由於內地業務基數低、以及香港營運恢復正常,預料維他奶(00345.HK)銷售反彈將會延續至明年3月底止下半財年;即使公司與同業一樣,遭受原材料成本壓力,但監於價格上漲、生產規模擴大,該行預料公司將錄得正面的純利;整體而言,該行相信公司中期正踏上一個良好的復甦軌道,這將會取決於擴大其規模的速度、執行加價策略和採購管理。
該行表示,預料公司2023至2025財年各年收入分別按年升3%、10%及7%,其淨利潤率則分別擴大4個、1.4個及1.2個百分點,以反映2023財年上半年業績表現,以及對於在廣告及宣傳支出方面持相對地審慎態度。
該行表示,將其目標價由15元上調至16.2元,並將其評級「跑輸大市」一舉升至「跑贏大市」。
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