【大行评级丨大摩:上调统一企业中国目标价至6.1港元 下调盈测】摩根士丹利发表报告,将统一企业中国2025年及2026年每股盈利预测分别下调2%及4%,虽然销售预测大致不变,但将营运开支比率的预测分别上调0.3个百分点及0.2个百分点,以反映统一在激烈竞争投入更多资源以推动销售。大摩根据现金流量折现法,将统一目标价格从5.8港元上调至6.1港元,评级为“减持”;最牛情境的目标价由8.1港元上调至9.3港元,以反映公司的无糖茶产品在市场反映良好。

金融界
31 Dec 2024
摩根士丹利发表报告,将统一企业中国2025年及2026年每股盈利预测分别下调2%及4%,虽然销售预测大致不变,但将营运开支比率的预测分别上调0.3个百分点及0.2个百分点,以反映统一在激烈竞争投入更多资源以推动销售。大摩根据现金流量折现法,将统一目标价格从5.8港元上调至6.1港元,评级为“减持”;最牛情境的目标价由8.1港元上调至9.3港元,以反映公司的无糖茶产品在市场反映良好。

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