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《大行報告》高盛升康師傅(00322.HK)評級至「買入」 目標價降至14.6元
高盛發表報告,將康師傅(00322.HK)股份評級由「中性」升至「買入」,相信於近期大宗商品價格企穩,且飲料/即食麵需求相對有彈性的情況下,集團目前股價未充分反映明年在毛利上的潛在機會。至於股份目標價由15.7元下調至14.6元,反映市盈率估值倍數維持17倍,但部分被匯率因素所抵銷。 該行同時調低集團今年至2024年的銷售預測,主因其即食麵價格提升後有市佔輕微下降,而此三年每股盈利預測亦平均降低4%。
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