招商证券国际:若行业竞争出现企稳迹象 或上调统一企业中国 评级为“增持”

智通财经
Nov 11

智通财经APP获悉,招商证券国际发布研报称,统一企业中国(00220) 第三季收入基本持平,虽毛利率受惠于原材料成本下降和方便面高端化而提升,但收入乏力及经营杠杆减弱拖累整体表现。基于更新后2026年14.5倍的市盈率,下调目标价15%,由9.9港元降至8.4港元,维持“中性”评级。该行指,下调估值倍数是反映现饮制品对饮料销售的拖累,且预计该拖累将持续至2026年。集团管理层重申全年销售增长目标为...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10