智通财经APP获悉，康师傅控股(00322)涨超5%，截至发稿，涨5.11%，报11.52港元，成交额6680.11万港元。
建银国际表示，预计康师傅去年下半年毛利率扩大1.8个百分点至32.2%，受惠产品平均售价上升及有利的原材料成本，尤其是糖及面粉。该行预计广告推广支出比率升0.2个百分点以挽回市占，去年下半年净利润增长17%，销售增长0.4%，意味全年净利润增长16%，跑赢10%至15%增长的指引。
高盛此前指出，康师傅去年第四季营收表现会优于去年第三季度，其中碳酸饮料/方便面的销售量较去年同期实现正成长；由于第四季度面粉价格按季和同比均出现下降，原材料成本对利润率产生了积极影响，抵消棕榈油价格上升带来的影响。该行引述康师傅管理层指去年销量或会受到加价影响(去年10月起方便面价格上调)，但估计去年纯利增长目标(10%至15%)有上行潜力。
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