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研報掘金|中金:上調衞龍美味目標價至7.8港元 上調2024及25年盈測
格隆匯 07-29 13:38
中金髮表研究報吿指,衞龍美味早前發盈喜,預計截至今年6月底止六個月將錄得淨利潤約5.99億至6.215億元,盈利情況略勝於市場預期。該行預計,集團收入將按年升約25%,料其線上線下渠道收入增速相近,而調味面製品的收入料增長個位數水平。另外,上半年淨利潤率受惠於毛利率按年改善,料將有所提高。中金表示,衞龍美味的渠道結構持續完善。展望下半年,預期集團隨着休閒零食進入相對旺季,渠道將持續放量,而公司推出新產品的速度亦將明顯加快,預計今年新品整體收入貢獻可達數億元。該行上調集團2024及25年的淨利潤預測6.8%及5.8%,分別達約10.7億和12.1億元,目標價相應調高6.8%至7.8港元,維持“跑贏行業”評級。
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