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《大行報告》麥格理上調旺旺(00151.HK)目標價至7.1元 評級「中性」
阿思達克 12-01 10:12
麥格理髮表報告指,旺旺(00151.HK)半年收入按年增長10.5%,高於該行和共識的6.1%和11.2%,淨利潤按年增長7.1%,比該行和共識的預期分別高2.9%和12.8%。 展望未來,旺旺預計乳製品銷售將繼續強勁增長,而米餅和零食銷售將在2022財年下半年出現反彈。同時將在2022年1月對其主要產品進行價格調整,對毛利率的好處應該在2023財年上半年完全反映。 另外,麥格理將旺旺2022和2023財年的純利預測分別提高2.9%和3.8%,以反映強勁的乳製品銷售。基於不變的15倍2022財年預測市盈率,將目標價由6.4元提高到7.1元,維持對該股「中性」評級。
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