摩根士丹利发表报告指,内地方便面类产品价格上升后的竞争趋势及饮料产品的价格竞争可能会在下半年至明年成为焦点。7该行预计,康师傅(00322.HK) 提价将推动其于明年录得相对较好的利润率。该行认为,康师傅目前的估值相对于同行仍具吸引力,而统一(00220.HK) 的估值似乎相对较高,该行将统一评级由“与大市同步”下调至“减持”,目标价由6.6元降至5.8元,相当于预测今年市盈率12倍。该行将康师傅...
Source Link摩根士丹利发表报告指,内地方便面类产品价格上升后的竞争趋势及饮料产品的价格竞争可能会在下半年至明年成为焦点。7该行预计,康师傅(00322.HK) 提价将推动其于明年录得相对较好的利润率。该行认为,康师傅目前的估值相对于同行仍具吸引力,而统一(00220.HK) 的估值似乎相对较高,该行将统一评级由“与大市同步”下调至“减持”,目标价由6.6元降至5.8元,相当于预测今年市盈率12倍。该行将康师傅...
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