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大行評級|大華繼顯:上調蒙牛目標價至23.6港元 上調今明兩年盈測
格隆匯 03-31 10:53

大華繼顯發表研究報告指,蒙牛去年核心利潤按年跌8%,符合早前刊發的盈利預告,而集團的經營利潤擴張勝於預期。在未來三年,集團目標年均改善經營溢利率30至50個基點。該行將集團目標價上調5%,由22.4港元上調至23.6港元,維持“買入”評級。該行下調蒙牛明年收入預測1%,但分別上調今明兩年毛利率預測1.6及1.4個百分點,盈測分別調升6%及3%。

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