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《大行》花旗降康師傅(00322.HK)目標價至8.11元 下調盈測

AASTOCKS ·  May 8 22:45

花旗發表研究報告指,鑑於農夫山泉(09633.HK)於無糖茶飲品市場的份額大幅增長,加上新茶類品牌陸續進軍有糖茶類飲品市場,相關情況增加康師傅(00322.HK)旗下即飲(RTD)茶產品業務的競爭阻力。該行因而將康師傅2024及2025財年的淨利潤預測,分別下調3%及5%。

為反映農夫山泉麵條類業務的結構性疲軟,以及即飲業務的競爭壓力。花旗決定將其目標價由8.45元下調至8.11元,維持「沽售」評級。(js/u)

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