大行評級丨大和:重申統一企業中國“買入”評級 調整今年收入增長目標至5%
大和發佈研究報吿指,統一企業中國調整今年的按年收入增長目標至5%。為公司在中期業績時給予的收入增長指引(5%至8%)範圍下限。該行相信屬稍勝市場預期,因有些投資者預期會因為最近消費氣氛疲軟而會達不到之前的指引。大和指,棕櫚油價格自2024年11月的近期高點以來已下降約10%,這在一定程度上緩解了市場對統一毛利率收縮的擔憂。在主要競爭對手加價和原材料成本下降的有利競爭環境下,重申對統一的“買入”評級。
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