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《大行報告》大和下調旺旺(00151.HK)目標價至6.2元 評級「買入」
阿思達克 06-28 09:41
大和發表報告指,中國旺旺(00151.HK)2023財年淨利潤低於該行和市場預期約10%,但相信銷售將在2023財年第四季出現的轉機和2024財年第一季持續增長勢頭中逐步恢復。 該行重申對中國旺旺「買入」評級,認為由於原材料通縮,今年營業利潤率恢復的能見度相對較高,加上在疲軟的消費環境下,逾6%的股息率將提供下行保護。 大和表示,將旺旺2024至2025財每股盈利預測下調9至10%,以反映更新後收入假設,對其目標價由7元降至6.2元,評級「買入」。
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