中金:調入中國飛鶴為行業首選的海外中資股
近日,中金公司發佈2024年9月A股和港股行業首選報吿。其中建議配置2024年中期業績超預期、股息收益具備吸引力的中國飛鶴(6186.HK),推薦其為食品飲料行業首選股。據瞭解,中金行業首選是基於自下而上的選股策略,由行業分析員在其所覆蓋的行業中選出最看好的股票分別形成A股和海外中資股兩個列表,列表中的個股有望獲得較高的行業相對收益。近期受國內國央行降準、降息、降存量房貸利率等利好消息刺激,港股強勢上升,香港恒生指數重返19000點,三大指數均創下階段新高。9月以來(截至9月26日收盤),飛鶴股價上升超23%。飛鶴2024年上半年業績數據顯示,上半年實現營收100.9億元,同比增長3.7%,淨利潤19.1億元,同比增長18.1%。根據中期分紅方案,飛鶴擬派發中期股息每股0.1632港元,同比增長21.0%,股東回報持續提升。中金此前看好飛鶴競爭優勢,今年3月給予“跑贏行業”投資評級。報吿指出,在需求端逐漸回暖下,作為行業龍頭的飛鶴表現值得期待。據行業數據,2019年-2023年度,飛鶴奶粉在中國嬰幼兒配方奶粉市場(不含港澳台地區)連續5年銷量位居第一,在全球嬰幼兒配方奶粉市場連續3年銷量第一。同時,旗下星飛帆系列早已成為嬰兒奶粉品類全球第一大單品。而據中金分析師預計,2024年飛鶴整體份額有望繼續提升。
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.