高盛:下调统一企业中国(00220)目标价至7.5港元 评级降至“中性”

智通财经
13 Nov 2024

智通财经APP获悉,高盛发布研究报告称,将统一企业中国(00220)2024年至2026年盈利预测调低8至10%,目标价由8.04港元降至7.5港元,将投资评级由“买入”降至“中性”,以反映公司未来可能面临的商品成本压力及明年食品销售增长前景未明。公司第三季盈利同比增长13%至6.69亿元人民币,不及该行预期的超过30%的增幅。虽然毛利率扩张超过2个百分点,但被较高的销售费用所抵销。

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