《大行報告》高盛降中國飛鶴(06186.HK)評級至「沽售」 目標價上調至7元
高盛發表報告指,市場對中國飛鶴(06186.HK)的盈利預期有顯著下行風險,將其股份評級由「中性」降至「沽售」,但預期受疫情封鎖令結婚和生育延遲,將推動行業未來兩年的短期復甦,但已被市場反映,將飛鶴目標價由5.7元升至7元。
該行相信,市場低估內地人口問題的規模和結構性本質,以及行業競爭的激烈程度,相信配方奶粉行業會持續面對長期挑戰。
該行另上調H&H國際(01112.HK)目標價,由10.6元升至16.7元,評級「中性」。
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