大行評級|高盛:上調古茗及蜜雪目標價 對兩者長期地位持樂觀態度
高盛發表報告指,食品配送平臺提高補貼促進交易量增長,鮮制飲品公司今年的潛在盈利上行。該行上調對古茗及蜜雪今年淨利潤預測9%及1%,反映食品配送補貼提振的持續時間超預期,並上調古茗明年盈利預測4%,反映新產品表現穩健及2024至25年在品牌投資上的努力。該行對古茗目標價由29.2港元上調至30港元,蜜雪目標價由597港元上調至599港元,兩者評級均爲“買入”。該行對兩者長期地位仍持樂觀態度,認爲補貼正常化或改善競爭格局。
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