牛熊异动 | 营收创新高,衍生品涨超80%
康师傅控股(00322.HK)开涨11.5%,上半年营收创历史新高,净利润同增58.37%。相关衍生品康控麦银零乙购A(23753.HK)涨幅超80%。
大和发表报告表示,康师傅(00322.HK)公布今年上半年纯利及核心纯利按年各升50%及80%,均高出该行原预期逾50%,主要是受益于方便面的定价及较佳使用率、饮料产品成本降低,从而推高毛利水平,公司在方便面及包装水市场份额均有所提升。
该行表示,重申对康师傅「买入」投资评级,上调对其目标价由15.2元升至18.2元,此相当今明两年综合市盈率23倍。
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