瑞信下调蒙牛(02319.HK)目标价至45元评级「跑赢大市」

AAFN2022-08-08

瑞信发表报告下调蒙牛目标价，由48元降至45元，评级维持「跑赢大市」，认为股价已反映上半年疲弱业绩。该行料蒙牛上半年收入按年升3%，但盈利按年跌8%，又认为蒙牛相对同业伊利，在下半年面对的增长压力更大，基於较弱的液态奶渠道销售，超高温消毒(UHT)乳酪销售按年下滑及奶粉业务未见复苏迹象。在盈利率方面，料公司面临贝拉米(Bellamy)及雅士利的进一步减值损失。该行下调对蒙牛今明两年盈利预测7%...

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瑞信下调蒙牛(02319.HK)目标价至45元 评级「跑赢大市」

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瑞信下调蒙牛(02319.HK)目标价至45元评级「跑赢大市」