《大行報告》麥格理料內需股將展新一輪加價抵銷成本上漲 料旺旺(00151.HK)將升產品價格
麥格理髮表報告,指隨着成本上升,部分消費品公司已經開始加價,包括繼涪陵榨菜宣佈對部分產品加價後,該行渠道檢查顯示旺旺(00151.HK)亦將在12月調整價格,基於大部分內需公司第三季毛利率均受壓,預計將會有更多公司宣佈加價計劃。
該行補充,旺旺計劃從下月1日起將米果和旺仔牛奶的出廠價提高3%至5%,並相應縮小零售折扣,以抵銷全脂奶粉和包裝成本的上漲。
至於旺旺將於11月30日公佈中期業績,麥格理估計上半財年收入將增長3.5%,純利則下降9.5%。該行維持其「中性」評級及目標價5.58元。
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