【券商聚焦】国泰君安首予康师傅控股(00322)“增持”评级料新消费趋势带动行业扩容

金吾资讯07-10

金吾财讯｜国泰君安发研报指，康师傅控股(00322)长期维持高水平股东回报，长期维持百分百或超额分红，目前股价对应股息率6%。公司百亿大单品多品类布局，龙头地位品牌定价能力强。新消费趋势带动行业扩容，方便面稳增长饮料多元化驱动。该行预计2024-25E方便面业务收入CAGR低单位数，饮品业务收入CAGR中单位数左右。核心驱动：1)短途旅游增加趋势带动饮料市场扩容；2)方便面成为餐饮、外卖的高性比...

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【券商聚焦】国泰君安首予康师傅控股(00322)“增持”评级 料新消费趋势带动行业扩容

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【券商聚焦】国泰君安首予康师傅控股(00322)“增持”评级料新消费趋势带动行业扩容