中银国际发表报告，估计农夫山泉(09633.HK) 上半年总营收、净利润分别按年增16%及15%，均符合一致预期范围。尽管终端市场需求仍疲弱且竞争激烈，公司仍延续其稳健的增长势头，特别是受到其东方树叶系列驱动。瓶装水业务有一定韧性，市场份额稳固。该行认为公司相对其它食品饮料公司的估值溢价依然合理。基于2026至27年预测市盈率28倍，新目标价下调至55.5元；评级保持“买入”不变。(su/j)(...
Source Link中银国际发表报告，估计农夫山泉(09633.HK) 上半年总营收、净利润分别按年增16%及15%，均符合一致预期范围。尽管终端市场需求仍疲弱且竞争激烈，公司仍延续其稳健的增长势头，特别是受到其东方树叶系列驱动。瓶装水业务有一定韧性，市场份额稳固。该行认为公司相对其它食品饮料公司的估值溢价依然合理。基于2026至27年预测市盈率28倍，新目标价下调至55.5元；评级保持“买入”不变。(su/j)(...
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