热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　麦格理发布研报称，若剔除一次性减值损失后，蒙牛乳业（02319）去年下半年经调整盈利增长11.3%，由于去年利润率稳健改善，将公司今明两年盈利预测分别上调7.2%及9.9%，目标价上调10%至23港元，维持“跑赢大市”评级，以反映今年原奶价格将保持平稳，以及经营利润率维持稳定。

　　麦格理称，今年至今，因比较基数较高以及农历新年的影响，蒙牛面对整体需求疲弱的情况，因此今年收入目标为低单位数增幅。蒙牛去年下半年毛利率同比扩阔3个百分点，经营利润率显著改善3.3个百分点。公司预计，今年原奶价格将保持平稳，因供应将较为平衡，并预计经营利润率将保持稳定，公司已看到鲜奶、奶粉、芝士及冷藏产品的盈利能力有所改善，目标在明年开始每年利润率能扩阔30至50个点子。

海量资讯、精准解读，尽在新浪财经APP

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.