研报掘金丨中金:料农夫山泉今年收入双位数增长 上调目标价至40港元

格隆汇
27 Mar

格隆汇3月27日|中金报告指,农夫山泉(9633.HK)去年业绩符预期,预计今年收入有望在低基数下重回双位数增长,考虑市场估值上行,上调目标价14%至40港元,维持“跑赢行业”评级。 中金指,农夫山泉包装水市占率有望在低基数下进一步回升。根据调研显示,今年1至2月在高基数下水降幅显著收窄,“东方树叶”维持稳健增长,预计今年或有望适当收缩“绿瓶”水折扣力度,通过品牌建设及新规格等动作推动“红瓶”水市...

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