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《大行》高盛:統一(00220.HK)中期淨利潤勝預期 升目標價至10.6元
阿思達克 08-11 11:56
高盛發表研究報告指,統一企業中國(00220.HK)上半年收入及淨利潤分別按年升10.6%和33.2%,較高盛預測高出8.5%及27.4%,並超出市場預期8.4%及26.6%。另外,雖然棕櫚油價格上漲,但食品業務的產能利用率持續提升,令該業務EBIT按年升32%,大幅超出高盛預測45%。 該行微調統一2025至27年的銷售預測1%,上調淨利潤預測2至3%。由於市場競爭持續激烈,該行下調飲料銷售及EBIT利潤率預測2.4%和0.3個百分點,另上調即食麵業務EBIT利潤率預測0.8至0.9個百分點,以反映銷售勢頭改善及產品組合強化。該行重申對公司的「中性」評級,並將目標價由10.3元調升至10.6元。
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