【券商聚焦】大摩削百果园集团(02411)目标价53.4%至3.4港元评级下调至“与大市同步”

金吾资讯04-10

金吾财讯 | 摩根士丹利发研报指，尽管百果园集团(02411)一直在积极应对行业挑战，但预计公司仍需要一段时间才能再次实现盈利增长。除了需求疲软与水果消费者物价指数下跌外，随着入行门槛降低，行业竞争可能加剧。该行预计2024年和2025年销售额将增长6%。由于毛利去杠杆化以及品牌或门店的广告和促销（A&P）增加，2024年毛利率将减少。该行将2024和2025年的每股盈利预测下调37%。预计在...

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【券商聚焦】大摩削百果园集团(02411)目标价53.4%至3.4港元 评级下调至“与大市同步”

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【券商聚焦】大摩削百果园集团(02411)目标价53.4%至3.4港元评级下调至“与大市同步”