金吾财讯 | 康师傅控股(00322)股价大幅走强，并上破60天线，截至发稿，报10.8港元，涨幅8.22%，成交额8429.36万港元。消息面上，中金表示，预计公司2024年收入807亿元，同比+0.3%，净利润36亿元，同比+15.5%，剔除一次性资产活化收益后净利润同比增速超20%；对应2H24收入同比-0.1%，净利润同比+16%，该行预测公司业绩或好于市场预期。该行维持其“跑赢行业”评级，基本维持24/25年盈利预测，引入26年收入/盈利预测850/44亿元，目标价12港元，公司24年股息率7%。大摩近日研报指，对康师傅的基本假设认为，2025年公司在原材料价格稳定之下利润率扩张。预计2024-2026年间销售额的复合年增长率为4%，经常性盈利复合年增长率为10%。不过，该行将公司目标价2%，从11.5港元降至11.3港元，维持“增持”评级。
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