《大行報告》里昂降蒙牛(02319.HK)目標價至28元 增長前景疲弱
里昂發表報告指,蒙牛乳業(02319.HK)股價去年累跌41%,主要受消費疲軟導致增長放緩,以及行業評級下調所拖累。
考慮到增長前景疲軟,里昂下調對蒙牛收入和盈利預測,並將目標價從35.1元下調至28元。但對其經營利潤率擴張仍有信心,並認為當前股價已充分反映短期負面因素。同時預計其派息比率將增加,並能穩定估值。予「買入」評級。
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