大行評級|高盛:上調蒙牛目標價至23.6港元 盈利能見度和估值重估仍有上升空間
高盛發表報吿指,蒙牛發盈警,但股價於隔日跳升10%。該行認為股價表現正面反映蒙牛在去年經濟下行週期中良好的成本控制和營運效率改善能力,同時認為盈利能見度和估值重估仍有進一步上升空間。
高盛在蒙牛發盈警後,將去年經常性盈利預測上調17%,2025至2026年預測則上調約8至9%,主要受惠於有效的開支控制,以及持續的成本效益,尤其是今年上半年原奶價格下跌所帶來的成本效益。該行對其評級“買入”,目標價由21.8港元上調至23.6港元。
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