大行评级 | 高盛：升农夫山泉评级至买入降康师傅及统一评级至中性

格隆汇资讯2023-05-19

格隆汇5月19日丨高盛发研报指，中国食品及饮料市场年初至今复苏步伐较预期疲弱，拖累农夫山泉(9633.HK)的股价自3月底起累计下跌10%，但其过去五年增长表现大幅跑赢行业，考虑到公司推动饮品业整合的往绩及行业壁垒相对较高，预期农夫山泉可继续实现超越同业的销售及纯利表现，维持目标价49港元，但将投资评级从“中性”升至“买入”。该行预期所覆盖中国餐饮股份中，农夫山泉今年处于最佳位置，预期该公司较少...

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大行评级 | 高盛：升农夫山泉评级至买入 降康师傅及统一评级至中性

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大行评级 | 高盛：升农夫山泉评级至买入降康师傅及统一评级至中性