大行評級丨瑞銀:上調康師傅目標價至15.1港元 管理層對利潤率擴張有信心
瑞銀最新發表報告表示,康師傅管理層參與了該行舉行的亞洲投資論壇,該行引述康師傅管理層指今年以來銷售弱於預期(對比今年目標爲低至中單位數字增長),指自3月以來方便麪和飲料銷售均表現疲軟,第二季度的挑戰持續存在,尤其是飲料業務。儘管收入面臨挑戰,但康師傅管理層對利潤率擴張表示信心,這得益於有利的原材料趨勢(例如,糖和PET價格下降)以及價格上調,預計2025年的淨利潤增長將與目標一致(淨利潤按年增長超過雙位數)。瑞銀維持對康師傅“買入”評級,目標價由14.5港元上調至15.1港元。
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