大行评级｜大摩：予蒙牛目标价26港元未来或有更多的派息空间

格隆汇资讯04-12

摩根士丹利发表报告指，蒙牛乳业管理层对公司短期增长仍维持保守态度，公司早前预期2024财年的销售额将实现中至低单位数增长；核心营业利益率扩张30至50个基点；营业费用比率将略有增加；至于非营业收入应该与去年相若。大摩指蒙牛年初至今的销售情况延续了去年下半年的情况，只呈现小幅度成长。至于库存则维持健康水平。该行同时指出，今年原料奶的供应过剩情况持续，原料奶价格将呈现下降趋势。不过蒙牛管理层预测原料奶...

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大行评级｜大摩：予蒙牛目标价26港元 未来或有更多的派息空间

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大行评级｜大摩：予蒙牛目标价26港元未来或有更多的派息空间