《大行》大和降旺旺(00151.HK)评级至“持有” 升目标价至5.9元

阿斯达克财经
Oct 07, 2024

大和发表研究报告,引述旺旺(00151.HK) 管理层最新的业务状况更新,表示相比第二季度,夏季销售势头进一步减弱,主要是受到需求疲软、天气因素及渠道去库存的影响,这与大多数中国食品和饮料公司表现一致。目前大和预测旺旺截至今年9月底止2025上半财年收入将按年增长1%,增幅低于2024上半财年及下半财年的4%及2%。但同时管理层亦指出,受惠于低成本奶粉持续向好,以及今年1月起中国取消对新西兰奶粉的...

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