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《大行報告》匯豐研究降統一(00220.HK)目標價至8.02元 下調盈測
阿思達克 03-11 10:45
匯豐環球研究發表研究報告指,統一(00220.HK)去年下半年盈利為7.9億元人民幣,較上半年下跌10%,但按年則升30%,遜於該行預期14%,不過高於市場預期22%。 該行提到,集團去年飲品業務銷售按年上升8.4%,食品產品則下跌10.6%,飲品業務的增長動力相信來自無糖茶類飲品的需求強勁。 匯豐將統一股份目標價由8.9元下調至8.02元,評級維持「買入」,並將其2023年及2024年盈利預測分別降至7.1%及8.5%,反映去年下半年業績較預期疲弱。 該行相信,集團達7.6%的強勁股息收益率有助支持股份表現,飲品業務銷售的強大執行力亦有助舒緩對今年盈利展望的憂慮。
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