麦格理：予维他奶国际(00345)“跑赢大市”评级 目标价下调至10.5港元
麦格理发布报告称，予维他奶国际(00345)“跑赢大市”评级，但基于其上半财年收入增长逊于预期，将2024至2025财年净利润预测下调18%及17%，目标价由13港元下调至10.5港元。
报告中称，公司上半财年收入同比下跌7%，较该行预测低13.7%，毛利率同比上升2.8个百分点至50.5%，期内价格调整和促销活动减少，有助抵销原材料成本上升及来自产品组合的不利影响。
该行引述管理层预期，透过架构重组及减低物流成本与资本开支，将为利润率带来进一步的提升空间。因此麦格理将2026财年净利润预测上调12%，预期利润率将强劲扩张，同时相信公司会严控经营开支及投资。
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