You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》招商證券下調蒙牛(02319.HK)目標價至至30.9元 營收和利潤率可能低於原本預期
招商證券發表報告指,蒙牛乳業(02319.HK)第三季營收可能出現低單位數增長;蒙牛下半年營收增長可能為按年低單位數百增長,毛利率提升可能低於原本預期。 該行將蒙牛2023至2025財年經調整每股盈測分別下調3.2%、2.8%及1.1%,以反映下調下半年營收和毛利率假設。目標價由36.2元降至30.9元,預計蒙牛2023財年至2025財年的年每股盈利複合年增長率為16.5%。 目前,蒙牛的市盈率較歷史平均低1.7個標準差,且接近十年低點。該行認為蒙牛的估值被低估,隨著中國消費復甦,蒙牛的股價將會重估。維持「增持」評級。
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.
uSMART
Wealth Growth Made Easy
Open Account