【里昂:升中国旺旺(00151.HK)目标价至5.3港元 维持“持有”评级】智通财经APP获悉,里昂发布研报称,中国旺旺

智通财经
25 Jun
【里昂:升中国旺旺(00151.HK)目标价至5.3港元 维持“持有”评级】智通财经APP获悉,里昂发布研报称,中国旺旺(00151.HK)受惠于新兴渠道和海外市场的强劲表现,加上组织架构重组增强了渠道和市场之间的协作,截至3月底止的下半财年销售额同比略为增长。里昂预期,新兴渠道和海外市场仍是旺旺主要的增长动力,但奶粉价格上涨对其利润造成压力,料截至明年3月底止全年的毛利率将同比下降1个百分点,维持“持有”评级,惟计及2026财年每股盈测,并将目标市盈率由11倍提升至13倍,将其目标价由4.5港元上调至5.3港元。

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