《大行報告》大和下調統一(00220.HK)目標價至7.2元 評級「跑贏大市」
大和發表研究報告指出,監於棕櫚油成本由今年5月起下降,因此該行將統一(00220.HK)的2022至2024財年預測作出上調。儘管公司第三季未經審計的純利按年跌17.2%至5.31億元人民幣,遜預期,但由於高成本的原材料庫存於季內使用,因此預期公司毛利率將於第三季起按季逐步有所改善。
該行重申對統一的「跑贏大市」評級,目標價由7.9元下調至7.2元,另對其2023至2024財年純利預測上調7%至11%,下調其2022至2023財年毛利率預測0.15至0.54個百分點。
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