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《大行報告》美銀證券升農夫山泉(09633.HK)評級至「買入」 目標價上調至51元
阿思達克 07-14 11:24
美銀證券發表報告指,渠道調查發現農夫山泉(09633.HK)的銷售增長優於預期,較集團全年指引的按年增長近20%為佳。而且雖然原材料成本面對挑戰,但集團的毛利率仍有防守性,主要是受惠於策略性採購的新措施,及更好的產品類別組合。

該行將農夫山泉評級由「中性」升至「買入」,目標價由45.9元上調至51元,並調升集團今明兩年每股盈利預測分別6%及8%,預期集團今年上半年的銷售增長遠高於20%;並料勝預期的銷售及毛利勢頭將觸發估值重評。

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