花旗发表研究报告,康师傅(00322.HK) 管理层过去连续三年均在中期业绩后下调全年指引,预期今年8月公布2026年中期业绩时亦将再次下调指引,维持“沽售”评级,目标价由9.46元下调至8.36元,对应今年预测市盈率10倍。报告指出,康师傅今年首次参与“1元加1瓶”促销活动且手法更积极,次季即饮饮料终端销售放缓,行业竞争加剧,加上PET等原料成本上升,预期康师傅盈利能见度较同业更低。花旗下调...
Source Link花旗发表研究报告,康师傅(00322.HK) 管理层过去连续三年均在中期业绩后下调全年指引,预期今年8月公布2026年中期业绩时亦将再次下调指引,维持“沽售”评级,目标价由9.46元下调至8.36元,对应今年预测市盈率10倍。报告指出,康师傅今年首次参与“1元加1瓶”促销活动且手法更积极,次季即饮饮料终端销售放缓,行业竞争加剧,加上PET等原料成本上升,预期康师傅盈利能见度较同业更低。花旗下调...
Source LinkDisclaimer: 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.