建银国际：维持康师傅控股(00322)“持有”评级 目标价下调至11港元
建银国际发布报告称，维持康师傅控股(00322)“跑赢大市”评级，单预期第三季方便面及饮品需求呆滞，销售增长较预期疲弱，令渠道库存增加，将下半年方便面收入增长预测由4.5%下调至3.4%，饮品销售增长预测由8.6%下调至5.5%，目标价由13港元下调至12.5港元。
报告中称，公司本月起将部分中型瓶装饮品的建议零售价，由3元人民币上调至3.5元人民币，加幅17%，部分大瓶装饮品由4元人民币上调至5元人民币，加幅25%，以反映原材料及劳工成本上升。该行认为加价将会改善销售渠道的盈利能力，不过最终售价由零售商决定，将会显示实际市场反应。由于市场竞争激烈、消费复苏缓慢，加价可能导致市场份额流失，拖累盈利增长。
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