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大行評級丨大摩:上調統一企業中國目標價至6.1港元 下調盈測
格隆匯 12-31 09:55
摩根士丹利發表報吿,將統一企業中國2025年及2026年每股盈利預測分別下調2%及4%,雖然銷售預測大致不變,但將營運開支比率的預測分別上調0.3個百分點及0.2個百分點,以反映統一在激烈競爭投入更多資源以推動銷售。大摩根據現金流量折現法,將統一目標價格從5.8港元上調至6.1港元,評級為“減持”;最牛情境的目標價由8.1港元上調至9.3港元,以反映公司的無糖茶產品在市場反映良好。
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