瑞银发表研报指，统一企业中国(00220.HK) 今年首九个月净利润按年升11.4%，略低于市场普遍预期的按年升13%，但仍优于该行预期。
该行认为，统一旗下面类及饮料板块的持续合并，将可以适度提高其研发成本效率。该行预计，第四季度利润增长将主要由营收增长推动。随着饮料板块早前亏损所带来的税收优惠逐渐消失，其有效税率可能将会略有上升。
瑞银引述统一管理层指，今年10月营收增长将进一步加速，主要归功于面类板块。该行则认为，鉴于同业康师傅(00322.HK) 旗下面类及饮料板块的价格上涨，统一将会进一步减少对经销商的销售折扣。
另外，瑞银将统一2024至2026财年净利润预测上调10%至13%，同时将其目标价由8.05元上调至9.14元，重申“买入”评级。(js/w)
(港股报价延迟最少十五分钟。沽空资料截至 2024-11-12 16:25。)
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