大行評級|大摩:上調統一目標價至6.6港元 評級上調至“與大市同步”
摩根士丹利發表研究報吿指,統一或將於2024財年第二季面臨更嚴峻的競爭,並將導致其銷售增長放緩及削弱其銷售槓桿效益,預計2024財年銷售額將增長8%。該行預期,統一今年首季度的利潤率擴張幅度不大可能再出現,且認為公司利用率將於今年第二季度及第三季度錄得減弱。該行認為公司更好的產品組合,及較低的促銷水平可能會於2024財年持續,並有效提高公司利潤率。另外,考慮到統一2024財年首季飲品業務強勁的銷售勢頭,大摩將其2024至2026財年的銷售預測上調1%至2%;2024財年毛利率預測上調1.5個百分點;2024財年每股盈利預測上調19%;2025及2026財年的每股盈利預測分別調高26%及28%。大摩將統一目標價由4.9港元上調至6.6港元,評級相應上調至“與大市同步”。
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.