《大行》大摩降康師傅(00322.HK)目標價至12.3元 評級「與大市同步」
大摩發表報告,將康師傅(00322.HK)今年利潤預測略微上調,同時略微下調明年和2027年的利潤預測,主要由於該行將康師傅的銷售預測下調2%至3%,以反映2025年行業競爭壓力,以及2026至2027年的低基數影響;該行亦將其營運費用比率預測上調0.2至0.3個百分點,以考慮公司為推動銷售而進行的更高投資;2025年因處置子公司而帶來的一次性收益。
該行將康師傅的目標價由12.6元下調至12.3元,評級「與大市同步」。
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