大行評級丨大摩:升蒙牛(2319.HK)目標價至22.5港元 上調盈測
摩根士丹利發研報指,預計蒙牛乳業(2319.HK)今年需求不振的情況或將持續,而新產品亦需要時間帶動增長,將集團明年的銷售預測下調2%,即今明兩年銷售分別增長1%及4%。大摩續指,在去年較高的基礎上,將今年集團營業利潤率預測上調0.4個百分點,並將明年預測年上調0.5個百分點。另外,該行上調今明兩年的每股盈測7%和9%,又預測2027年的每股盈利爲1.72元人民幣,目標價由20港元調升至22.5港元,維持“增持”評級。
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