大行評級|麥格理:微降統一目標價至8港元 相信近期食品安全影響屬可控
麥格理髮表研究報吿指,近日網上流傳統一旗下產品老壇酸菜牛肉麪內含老鼠頭,引發食物安全疑慮,但相信影響屬可控,因為該系列產品佔集團總銷售約數個百分點,預期只會為全年淨利潤帶來約不超過4.6%負面影響。該行解釋,統一於2022年亦遭遇過類似事件,當時央視315晚會節目上揭露老壇酸菜製造過程存在衞生問題,導致該年度酸菜產品銷售下跌40%,並因銷燬逾期存貨及減價去庫存帶來約1.5億元損失。
麥格理預計今次食安事件對統一的影響僅約8200萬元,憧憬飲品業務將繼續帶動銷售,將今明兩年盈利預測下調4.6%及5%,目標價由8.4港元降至8港元,評級仍為“跑贏大市”。
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