里昂：升农夫山泉(09633)评级至“高度确信跑赢大市” 上调目标价至45.4港元

智通财经2025-03-10

智通财经APP获悉，里昂发布研报称，将农夫山泉(09633)评级由“跑赢大市”升至“高度确信跑赢大市”，目标价由35港元升至45.4港元。该行视农夫山泉水业务的强劲走势将是未来三个月中重要的催化剂，预期农夫山泉的水业务收入在3月将因低基数效应而录得强劲增长，公司在2月正常基数时已交出亮丽的增长，料今年的水业务收入会同比增10%。据该行的调查，包装水业务的市场竞争亦会同比减轻，无糖茶饮料继续受惠于...

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