研报掘金丨招商证券：将中国飞鹤推荐为5月金股仍有30%上涨空间

格隆汇资讯04-29

招商证券日前发布报告，将中国飞鹤推荐为2024年5月金股。该行认为飞鹤是“低估值+高股息+高现金”的优质资产，当前估值和分红比例对应股息率约7%-8%，每年有稳定提升分红的计划，目标市值450亿人民币，对应30%上涨空间。招商证券表示，市场方面已有催化信息：1)今年以来产妇建档数据有所改善，出生人口可能迎来反转；2)今年奶粉行业价盘普遍回升，龙头利润率能够企稳；3)飞鹤市场占有率还在持续提升，...

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研报掘金丨招商证券：将中国飞鹤推荐为5月金股 仍有30%上涨空间

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研报掘金丨招商证券：将中国飞鹤推荐为5月金股仍有30%上涨空间