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大行評級|里昂:調整統一、農夫山泉及康師傅目標價 相信高股息將繼續受捧
格隆匯 07-22 12:56
里昂報吿指,中國飲品業過去數月乃多事之秋,包括多個媒體事件,飲用水價格戰及康師傅加價。該行總結認為,農夫山泉下半年將從上半年低谷逐步復甦,受惠綠瓶純淨水進取推廣,縱使公司股價在8月底公佈中期業績後或現短期波動。該行亦相信高股息將繼續受捧,尤其是統一企業中國,並把該股投資評級由“持有”上調至“跑贏大市”,目標價從5港元上調至6.7港元,基於消費行業良好質素股份的選擇有限。該行指出,農夫山泉業績復甦為下半年焦點,按近期渠道調查顯示覆蘇上軌道,縱使短期股價或現波動,受收入增長放緩及盈利率下降的中期業績影響,對其目標價從47.9港元下調至38.6港元,評級為“跑贏大市”。該行對康師傅的目標價從8港元上調至9.6港元,評級為“持有”。
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