大行評級|高盛:上調統一企業中國目標價至7.3港元 評級上調至“買入”
高盛發表報吿指,統一企業中國報吿首季經常性淨利潤強勁增長,按年升104%,受益於強勁的飲品銷售增長動力(按年增長逾10%)、毛利率擴大4至5個百分點及按年持平的銷售及市場推廣開支。該行指,公司管理層給予正面銷售展望,即全年錄雙位數增長,以及在效率、產品組合升級及成本有利因素下達致可持續毛利率擴張。該行基於公司季績顯著勝預期及對飲品業長期增長的樂觀看法,上調對該股今年至2026年淨利潤預測26%至29%,並把該股目標價由5.7港元上調至7.3港元,維持預測市盈率14倍目標,投資評級由“中性”上調至“買入”。
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