大行評級丨大摩:重申可口可樂“增持”評級,定價能力更強 OSG領跑同行
摩根士丹利發佈研報,將可口可樂列爲首選股,並重申其“增持”評級,目標價81美元。大摩認爲,可口可樂的有機銷售額增速(OSG)的表現遠超同行(以及普遍預期);這得益於更強的定價權、良好的歷史銷量增長、在有利的競爭環境中市場份額持續增長,以及收購乳製品飲料品牌fa!rlife帶來的增長貢獻。
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