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《大行報告》里昂升蒙牛(02319.HK)目標價至45.7元 評級「買入」
阿思達克 12-19 14:12
里昂上星期發表報告指,蒙牛(02319.HK)在去年制定雙碳戰略,到2030年達到碳達峰,到2050年實現碳中和。該行對蒙牛鼓勵上游參與,以及提高生產過程中的能源效率的努力持積極態度。 考慮到近期的表現,里昂將蒙牛今年淨利潤預測降低3%,但在流動性回升的背景下,將明年和後年淨利潤預測提高約2至4%。維持「買入」評級,並將目標價由37.5元提高到45.7元。
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