Market Brief

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Author

伍洛桓先生(Gary Ng)
經理

畢業於美國加州大學聖地牙哥分校。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。
Phone:
36533000

日清食品有限公司 (1475)

Tuesday, November 22, 2022 Views5065

日清食品有限公司  (1475.HK)

 

主要於香港及中國內地從事生產及銷售麵條、蒸煮食品、冷凍食品、飲料產品及零食。

 

基本資料 :

現價 : $6.29

市值 : $65.7億

市盈率 : 21.9

市賬率 : 1.67

周息率 : 2.77%

52週高/低 : $6.6 / $4.52

10天/50天/250天平均價 : $6.28/ $6.30 / $5.67

 

主要股東 :

Nissin Foods Holdings Co., Ltd.                     72.05%

中國東方資產管理(國際)控股有限公司        7.04%

 

評論:

日清食品有限公司是由日清日本分拆上市,主要於香港及中國內地從事生產及銷售麵條、蒸煮食品、冷凍食品、飲料產品及零食。集團於香港及中國內地以「合味道」、「出前一丁」等品牌銷售即食杯麵、碗麵及袋裝即食麵等麵條食品,擁有豐富的產品組合,並不斷研發新口味,以滿足客戶對創新及更優質產品的需求。在非麵條類別,集團亦有銷售冷凍食品、穀物麥片產品和蔬果汁等健康產品,其中集團於去年開始擴大「Kagome」品牌的蔬果汁的銷售渠道至便利店、超級市場以及麵包店及小食亭等,並引入到中國部分地區,集團預期此類健康產品於未來幾年仍有不少的增長空間。

 

集團公佈了2022年上半年度收入為港幣20.33億元,同比增長9.7%。因疫情爆發影響,令香港大多數類別的即食麵及冷凍食品的需求增加,以及在「宅經濟」帶動的額外需求,以致杯麵及香港製造的袋裝即食麵在中國的銷量增加。毛利為6.39億元,同比增長7.9%。毛利率由去年31.9%下降至今年31.4%,主要因為原材料價格同比大幅上升以及香港第五波疫情期間的生產成本維持高位。股東應佔溢利為1.65億元,同比減少3.5%。集團在香港和中國內地推出了一項全新的會員計劃推出,以加強與客戶的聯繫。微信小程序中的「日清食品體驗館」為我們的會員提供一系列專屬福利、精彩獎勵及互動遊戲。該會員計劃旨在幫助本集團留住現有客戶、促進產品銷售及更好了解客戶喜好,以優化集團之產品組合及追求高端化之策略。

 

 

建議買入價: $6.00

目標價: $6.60

止蝕價: $5.70

 

註:本人伍洛桓為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

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