【里昂:蒙牛估值合理 受惠低基数效应】金十数据2月19日讯,蒙牛(02319.HK)昨日(18日)发盈警,里昂发表研究报告指,撇除附属公司贝拉米的减值影响,以及现代牧业(01117.HK)的纯利影响,该行估算蒙牛去年核心纯利达46亿至51亿元人民币,大致符合预期。该行指,因为公司的估值合理以及较高的Beta值,预期其可受惠于较平衡的原奶供需关系,另外亦料公司将自今年次季起受惠低基数效应。该行对公司的目标价为20.1港元,维持评级“跑赢大市”。
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