《大行報告》中銀國際上調統一(00220.HK)目標價至6.8元 評級「持有」
中銀國際發表研究報告指,統一(00220.HK)上半年淨利潤按年增長43%至8.77億元人民幣。撇除一次性土地處置收益2.56億元人民幣後,核心淨利潤將按年增長1%至6.2億元人民幣,意味着第二季的核心淨利潤爲3.89億元人民幣,較中銀國際預期高出10%。在食品業務需求復甦和飲品業務渠道持續擴張的推動下,管理層維持今年全年高單位數的按年銷售增長目標。不過,該行對目標仍持較爲保守的態度,因爲去年第四季的可比基數較高,且兩個細分市場的競爭日益激烈。
該行料集團盈利能力會有改善,因爲原材料價格依然疲弱且高端化持續,這足以抵銷渠道投資的增長,上調集團2023年盈利預測4%,2024及25年盈測則下調3%及2%,維持「持有」評級,目標價由6.2元上調至6.8元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.