【大和:上调农夫山泉评级至“买入” 目标价升至40港元】金十数据1月14日讯,大和发布研报称,对农夫山泉(09633.HK)评级由“持有”上调至“买入”,对其2024至2026年每股盈利预测上调4%至8%,目标价由29港元升至40港元。展望今年,该行估计公司收入增长将重新加速,利润率也将回升,进而推动公司估值重评。报告中称,根据渠道调查,农夫山泉的茶饮业务在去年下半年增长持续强劲,主要受惠于其900毫升的东方树叶产品。该行预计公司去年下半年总收入同比增长5%,其中茶类产品同比增长33%。该行估计茶饮业务在去年下半年贡献公司收入42%,及50%至60%的经营利润。
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