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《大行》美銀證券:農夫山泉(09633.HK)中績勝預期 續列飲料行業首選股
阿思達克 08-28 14:53
花旗發表研究報告指,農夫山泉(09633.HK)中績勝預期,下半年增長可見度高。上半年銷售及淨利潤分別按年增長16%及22%,達到市場普遍預測的上限值,核心經營利潤按年增長31%,勝預期,主要由於毛利率復甦步伐較預期快,以及銷售行政開支控制得宜。 該行預料集團包裝水銷售的強勁增長將於下半年持續,產品組合改善令價格波動減少,渠道庫存水平亦健康,預期農夫山泉將透過促銷及推出新口味產品來鞏固在無糖茶市場的領導地位及探索額外增長機會。美銀證券將農夫山泉今明兩年每股盈利預測上調2%,目標價從50元上調至52元,繼續列為飲料行業首選股,重申「買入」評級。
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