高盛:重申康师傅控股(00322)“买入”评级 看好今年经营前景
智通财经网·2026-01-29 03:43

Group 1 - Goldman Sachs is optimistic about Master Kong (00322) focusing on instant noodle business, expecting market share and operational efficiency to improve this year [1] - The company has raised its profit forecast for 2025 to 2027 by 5% to 8%, anticipating an expansion in operating profit margin due to easing cost pressures, product price increases, and cost savings [1] - The target price for Master Kong has been increased from HKD 12.7 to HKD 13.7, maintaining a "Buy" rating [1] Group 2 - For its peer, Uni-President China (00220), Goldman Sachs has lowered revenue forecasts for 2025 to 2027 by 1% to 4% due to increased market competition affecting the beverage business [1] - Profit forecasts for Uni-President have been reduced by 5% to 10%, with an estimated sales growth of approximately 3.5% this year and a profit growth of 1% supported by instant noodles and OEM business [1] - The target price for Uni-President has been decreased from HKD 9 to HKD 8.2, maintaining a "Neutral" rating [1]

TINGYI-高盛:重申康师傅控股(00322)“买入”评级 看好今年经营前景 - Reportify