智通财经APP获悉，摩根大通发布研报称，康师傅控股(00322)上半年销售同比跌2.7%，(撇除资产出售收益)经调整盈利升12%，大致符合市场预期。该行认为，由于康师傅拥有高股息率，其在中国消费市场中具备下行保护，在整体宏观经济和消费情绪平淡的情况下显得更具吸引力，予“增持”评级。
小摩将康师傅的表现与统一企业中国(00220)作比较，两间公司的EBIT利润率均扩张1.7个百分点，分别为9.2%及9.6%。康师傅的即食面市场份额损失已正常化，将有利于公司下半年的销售增长转正。饮料业务面对竞争加剧和需求放缓，可能仍面临挑战。
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