《大行報告》富瑞上調統一企業中國(00220.HK)目標價至9.9元 評級「買入」
富瑞發表研究報告指,統一企業中國(00220.HK)第四季銷售趨勢勝於該行及市場預期,這是受惠於農曆新年的推廣活動、渠道擴張及市場復甦。雖然下半年的原料成本前景尚未清晰,但集團管理層對今年的銷售感到樂觀。集團5年的銷售目標為500億元人民幣,意味5年期間銷售年複合增長率呈低雙位數。
該行指,隨著市場復甦和集團促進銷售增長,料銷售增長將在今年達到12%。該行上調集團2023/24年盈測24.1%及2.3%,銷售預測亦上調9%及11%,目標價相應由8.64元上調至9.9元,維持「買入」評級。
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