大华继显发布研报称,蒙牛乳业(02319)去年核心利润同比跌8%,符合早前刊发的盈利预告,而集团的经营利润扩张胜于预期。在未来三年,集团目标年均改善经营溢利率30至50个基点。该行将集团目标价上调5%,由22.4港元升至23.6港元,维持“买入”评级。该行下调蒙牛明年的收入预测1%,但分别上调今明两年的毛利率预测1.6及1.4个百分点。因此,将今明两年的盈测分别调升6%及3%。
责任编辑:史丽君
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.