大行評級|高盛:上調康師傅目標價至10.7港元 維持“中性”評級
高盛發表報吿指,康師傅公佈上半年業績,淨利潤勝預期,方便麪及飲料銷售均符合預期。管理層最新預期全年總銷售額按年增長為低單位數,飲料按年升低單位數,方便麪按年持平或輕微增長。同時預期淨利潤按年增長為11%至13%( low-teens)至14%至16%(mid-teens)。報吿指,盈利能力成長期策略重點。康師傅管理層強調有信心在未來實現優質增長,將盈利能力、回報和現金流放在優先於銷量增長的位置。該行對康師傅目標價由10.2港元升至10.7港元,維持“中性”評級。
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