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飛鶴(06186.HK)續漲9%逼近半年高 上週獲摩通升級至「增持」
阿思達克 01-09 15:42
上週獲摩通升級的中國飛鶴(06186.HK)六連升,午後高見8.17元,創近半年高,現報8.11元,續漲9%,成交續增至5,739萬股。 摩根大通上週報告指,內地重新開放時間快於預期,預計2023-2026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,預期2024年將有1,180萬新生兒,較2022年960萬谷底高出24%,故預計2024年中國整體嬰兒配方奶粉(IMF)零售額將增長8.3%。因此,該行將中國飛鶴評級由「中性」上調至「增持」,目標價上調近29%至9元。報告指,飛鶴作爲內地最大IMF品牌,其渠道去庫存幾乎在2022年完成,料可受惠於內地IMF行業未來兩年上升週期,該行料飛鶴今明兩年銷售額將分別增加14%和11%,以及盈利將分別增長17%和10%。
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