You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨東方證券:維持立高食品“增持”評級,發力餐飲和商超渠道
格隆匯 07-23 15:33

東方證券研報指出,立高食品暑期冰淇淋新品上市,有望顯著推動冰品業務增長。7月15日公司公眾號公佈推出麻薯冰淇淋、方形冰淇淋蛋糕、冰淇淋蛋糕三款新品,解決下游烘培店暑期冷清的痛點,打造夏季引流品。認為這一新產品線有助於幫助下游客户吸引客流進店,帶動全品類銷售和拉昇客單價,最終有利於公司鋪貨銷售(奧昆內部冰品同比出庫金額+253%)。另外,公司攜明星單品佈局北美市場,國際業務增長可期。公司多場合表示餐飲渠道將成為未來增長的重要方向,目前正積極探索咖啡廳、西式快餐、火鍋等多元細分場景的產品解決方案。考慮公司多元渠道佈局穩步推進,未來盈利增長確定性較強,參考可比公司估值水平,給予公司2025年28倍PE,對應目標價52.92元,維持“增持”評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account