大行評級|美銀:上調康師傅目標價至14.3港元 盈利展望穩固
美銀證券發表研究報告指,康師傅去年銷售及稅後純利符合該行預期,EBIT勝預期。該行預期,公司的面類及飲料今年銷售增長分別爲低單位數及中單位數。另外,據該行渠道調查,認爲今年的價格競爭將會減弱,有助減輕公司失去市佔率的壓力,並容許盈利能力進一步增加。該行上調康師傅今明兩年的每股盈利預測各1%,分別至0.735元及0.792元,並引入2027年每股盈測料0.853元。該行將公司目標價由13港元升至14.3港元,重申“買入”評級。該行看好公司增長穩定,盈利展望穩固,以及派息比率持續達100%下,股息率逾6釐。
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