《大行報告》大摩下調蒙牛(02319.HK)目標價至40元 評級「增持」
摩根士丹利發表報告,將蒙牛乳業(02319.HK)今年盈利預測下調1%,明年和後年各下調3%,以反映今年銷售額預測下調6%,受需求壓力和上半年牛奶場銷售額低於預期所拖累,該行預計8月和9月液態奶需求將持續改善。
該行表示,將蒙牛目標價由43元下調至40元,相當於預測明年市盈率19倍,評級「增持」。
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