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《大行報告》美銀證券上調旺旺(00151.HK)目標價至6元 評級「跑輸大市」
阿思達克 12-02 11:49
美銀證券發表報告,指旺旺(00151.HK)截至今年9月底止中期銷售表現好過預期,雖然新銷售渠道和新產品迅速發展,但由於最近乳產品行業需求轉弱,擔心其增長可持續性。該行將旺旺目標價由5.7元輕微上調5%至6元,維持「跑輸大市」評級。 美銀證券將旺旺本財政年度和下一個財政年度的每股盈利預測分別上調1%和5%。該行指,旺旺自今年11月起上調零售價,並預計在2022財年能夠全面抵銷原材料價格升幅;但由於消費疲軟和競爭加劇,該行對其加價影響保持審慎看法。
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