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《大行報告》大和升現代牧業(01117.HK)目標價至3.42元 中績或成短期催化劑
阿思達克 06-30 12:43
大和發表研究報告指,現代牧業(01117.HK)現行政總裁高麗娜即將退休,執行董事孫玉剛獲委任執行總裁,明日(7月1日)起生效。在昨日(29日)分析員會議上,管理層強調其五年計劃,目標至2025年牛群倍升至50萬頭,及產奶量倍升至360萬噸;今年首五個月原奶價格按年升13%,料全年增幅達雙位數,高於原先指引的6%。考慮到今年上半年原奶價格強勁,大和上調現牧2021至2023年收入預測3%,每股盈測上調15%至21%。該行料中期業績或會成為短期催化劑,料中績純利按年升125%。報告維持現牧「買入」評級,目標價由3.2元升至3.42元。

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