麦格理发表研报提及，康师傅(00322.HK) 管理定价以维持利润率，为应对棕榈油价格上升，将中端面类产品价格上调中至高单位数。该行分析后认为，面类产品价格上调中单位数，已可完全抵销棕榈油价格上升35%。鉴于行业竞争正在缓和，面类产品行业正处于最佳状态，故该行相信康师傅的毛利率能够维持。
麦格理预期，康师傅2024财年下半年整体营收增长将达0.1%，好于早前预测的下跌0.4%；净利润按年升16%。该行亦预期，康师傅未来三年的盈利复合年均增长率将为13%，现金收益率将持续为7%。
另外，麦格理将康师傅2024至2026财年净利润预测，分别上调2.6%、3.8%及3.7%。同时将其目标价上调4%至14元，给予“跑赢大市”评级。(js/w)
(港股报价延迟最少十五分钟。沽空资料截至 2024-11-15 12:25。)
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