《大行》建银国际升康师傅(00322.HK)目标价至12.2元 长期前景依然稳固

阿斯达克财经
Jan 13, 2025

建银国际指,康师傅(00322.HK) 去年7月把经典面系列出厂价作中单位数上调后,去年10月对大号包装面食出厂价作中单位数上调,两次调整占公司即食面产品组合八成。但对手未跟随加价,令公司市占受压。该行下调对公司去年下半年即食面销售增长预测,由2%增长降至1%下跌。同时下调同期公司饮品销售增长预测1个百分点至1%,反映竞争加剧。该行料去年下半年毛利率扩大1.8个百分点至32.2%,受惠产品平均售价...

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