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大行評級|高盛:上調康師傅及統一的目標價 對下半年表現感到正面
格隆匯 07-08 14:32
高盛在研究報吿中,預期康師傅在今年上半年銷售將按年升1%至413億元,純利按年升10%至18億元,料毛利率及經營溢利分別按年升0.2及0.4個百分點。而統一方面,高盛料今年上半年銷售上升5%至153億元,純利按年升11%至9.7億元,料毛利率及經營溢利各上升3個百分點。高盛分別升康師傅及統一的目標價升至10.2港元及8.3港元,維持對前者的“中性”評級及重申對後者的“買入”評級。該行對兩家公司的下半年表現感到正面,料康師傅及統一的飲品業務銷售將在下半年分別反彈至按年增長7%和12%,即食麪業務在低基數下可分別錄得按年增長3%及6%。
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