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大行評級|里昂:統一業績電話會議內容好壞參半 予“跑贏大市”評級
格隆匯 08-08 10:42
里昂發表報吿指,統一企業中國中期銷售及純利分別增長6%及10%,大致符合該行預期及市場共識,縱使毛利率略勝預期。該行認為業績電話會議的內容好壞參半,一方面管理層指飲品部門在7月面對更大競爭壓力,並下調全年收入增長指引,由介乎8%至12%降至介乎5%至8%,即使指引符合該行預測的6.9%按年增長。另一方面,管理層對下半年業務改善仍有信心。該行留意到4月推出的新無糖茶飲已在上半年達到逾1億元銷售。管理層維持每季毛利率按年改善及穩定經營開支比率指引。該行目前給予該股“跑贏大市”評級。
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