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梁文軒先生 (Eddie Leung)
助理經理

現任職輝立交易員,對投資股票、期權經驗豐富。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
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日清食品 (1475.HK)

Tuesday, January 08, 2019 Views990

  日清食品於2017年12月11日由日清日本分拆上市,集團主要於從事生產及銷售麵條、蒸煮食品、冷凍食品、飲料產品及零食。品牌包括「合味道」、「出前一丁」、「公仔麵」及「福」,「合味道」、「公仔麵」、「飛碟炒麵」及「日清拉王」、「公仔點心」及其他產品。或以批發方式銷售產品予分銷商如超市、餐廳、酒店及航空公司。2018年上半年度,集團營業額增長18﹒7%,股東應佔溢利上升2﹒8%

 

期內業務概況如下:

(一)整體毛利上升15%至4﹒46億元,毛利率下跌1個百分點至30﹒1%;

(二)香港:營業額增長20﹒2%至6﹒58億元,佔總營業額44﹒4%,分部溢利則減少16﹒8%至5250萬元;

(三)中國內地:營業額增加17﹒5%至8﹒23億元,佔總營業額55﹒6%,分部溢利上升13﹒2%至6984萬元;

(四)於2018年6月30日,集團之銀行結餘及現金為17﹒71億元,並無任何外部借款,流動比率為3﹒3倍(2017年12月31日:3﹒4倍)。

 

集團進一步投資中國市場,內地聯絡處增加約14個,並進一步增強研發能力,推出如少油、低熱量、低鈉及有機食品的新產品,相信日清食品將來可以做得更好。

 

參考資料來源:

www.etnet.com.hk

 

目標價: 4.58元

 

建議買入價:3.42元

 

止蝕位:3.1元

 

本人為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有<1475>證券的所有相關財務權益

 

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