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《大行報告》摩通升中國飛鶴(06186.HK)評級至「增持」 目標價上調至9元
阿思達克 01-06 10:16
摩根大通發表研究報告指,內地重新開放的時間快於預期,料2023至2026年內地將彌補過去三年因疫情而減少的200萬至230萬新生兒。該行將中國飛鶴(06186.HK)評級由「中性」上調至「增持」,預期2024年將有1,180萬新生兒,比2022年的960萬谷底高出24%,因此,預計2024年中國整體嬰兒配方奶粉(IMF)零售額將增長8.3%。 該行表示,飛鶴作為中國最大的IMF品牌,其渠道去庫存幾乎在2022年完成,料可受惠於內地IMF行業未來兩年的上升週期。由於盈測上調7%至13%,該行料其銷售額在今明兩年將分別增加14%和11%,而盈利則分別增長17%和10%,又將其目標價由7元上調至9元。
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