华泰金融(HK)：给予现代牧业(01117.HK)“买入”评级 目标价1.07港元
华泰金融(HK)9月28日发布公告。Per cls.cn, the Ministry of Agriculture and Rural Affairs, in conjunction with other six department, issued a notice aimed at bolstering the development of the dairy industry on both supply and demand sides. The stimulus policy makes us upbeat about the company’s profit upside as the S/D dynamics stabilize going forward. We expect its 2024/2025/2026 EPS to be RMB0.00/0.06/0.07. Given the stimulus policies, we anticipate the raw milk S/D dynamics to balance at a faster rate, and are bullish about Modern seeing an earnings turnaround with greater profit upside. We thus value the stock at 16x 2025E PE, a premium over its peers’average of 11x on Bloomberg and Wind consensus, for our target price of HKD1.07 (previous: HKD0.78). BUY.
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