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《大行報告》野村:盈測遠遜預期 「減持」雨潤目標價大削至9.3元 @ 2012-02-13T17: Back Hot News
Keyword:雨潤
Concept:2011 , 沽售雨潤食品
雨潤食品(1068, $13.68)公布2011年純利按年下降約38%。評論: 這份公告顯示2011年純利約16.9億元(每股盈利0.95元),較市場共識的23.6億元低28%,亦代表2011年下半年的純利由上半年的16.1億元大幅降至0.8億元。據公告所示2011年下半年經營環境惡化主要原因是(1)媒體持續多月的負面報導影響了消費市場對於集團產品的信心,及(2)原材料(特別是生豬)的成本大幅上升傷及公司利潤率。雨潤食品股價在過去1個月中上升16.5%,優於恆生指數6.5%。公司截至2011年6月30日的每股帳面值為8.78元。由於這個負面的盈利警告,本行建議沽售雨潤食品,3個月目標價為10元,相當於2011年10.5倍市盈率。

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