大行評級|星展:上調統一企業中國目標價至7.9港元 重申“買入”評級
星展的研究報吿指,統一企業中國上半年盈利按年升10%符合市場預期及勝該行預期,升幅受惠於因為原材料成本下降、生產效率改善以及更好的產品組合而導致毛利率擴張2.7個百分點。該行料,因為銷售增長持續復甦,下半年盈利按年升7%。星展上調今明兩年的收入增長預測17%,重申“買入”評級,將目標價由6.5港元升至7.9港元。該行料,公司即飲飲品的銷售增長持續勝過其即食食品的增長,指户外消費在下半年復甦,而公司目前正積極擴充其銷售渠道。反觀,即食食品或繼續在餐飲渠道面對温和壓力。該行料即飲飲品及即食食品的2023年至2025年的收入複合年均成長率分別為7%及1.5%。
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