【行家论股】Farm Fresh(FFB,5306,主板消费股) 下半年赚幅料好转
分析:马银行投行研究
目标价:1.75令吉
最新进展:
Farm Fresh(FFB,5306,主板消费股)的姆阿占莎牧场收到了新的器械,以加强生产能力。
该公司太平加工厂的建设也在追赶进度,预计2月初就可以投产。
Farm Fresh
行家建议:
在获得新器材以增产,和新加工厂即将投产之下,Farm Fresh料可突破上半年遇到的生产瓶颈,在2023财年下半年迎来增长。
增产不仅能让这家乳制品公司应付日益增加的市场需求,也巩固了公司竞标更多政府学校牛奶供应的合约。
Farm Fresh同时着重在渗透进酒店、餐厅、咖啡厅(HORECA)渠道;在成为知名咖啡厅星巴克和香啡缤的供应商之后,Farm Fresh今年起也将为香格里拉等酒店供应乳制品。
该公司目前也正与一家大型连锁餐饮业者洽谈牛奶供应合约。
随着原料成本已有下滑,和去年8月冷藏牛奶涨价后,Farm Fresh下半年的赚幅料可好转。
中期而言,即将于5月完工的菲律宾加工厂,和预计2025财年完工的恩斯德镇工厂,都可以驱动盈利增长。
我们维持对Farm Fresh的盈利预测,目标价是1.75令吉,评级“买入”。
https://www.enanyang.my/行家论股/【行家论股】farm-fresh-下半年赚幅料好转
Singapore Investment Bloggers
-
-
-
-
Cory Diary : Net Worth 2023 Feb7 hours ago
-
-
嘉亨灣三房海景1650萬承接 – 信報網站 hkej.com8 hours ago
-
-
-
-
BTC bottom in?12 hours ago
-
-
Big week for M&As in India15 hours ago
-
-
-
2023 Feb Portfolio Updates19 hours ago
-
-
-
-
CICT FY2022 Financial Results21 hours ago
-
Monthly Summary of January 202323 hours ago
-
Nope. I Not Gonna Bite23 hours ago
-
-
-
Dividends for Jan 20231 day ago
-
-
-
-
-
-
-
-
-
-
Why people miss the big picture1 day ago
-
-
-
-
-
-
-
-
-
-
-
-
-
The Best Stocks in Singapore?2 days ago
-
-
-
-
-
-
-
-
Monthly Sign-Up Offers – Nov4 days ago
-
Portfolio Update January 20234 days ago
-
-
-
Portfolio (Jan 31st, 2023)4 days ago
-
Month of January 20234 days ago
-
-
-
-
-
-
-
Reflections for year 20225 days ago
-
-
Sold my last S-REIT5 days ago
-
-
China’s Economy in 20235 days ago
-
-
Property Resale Prices shot up5 days ago
-
-
-
A busy start to 20236 days ago
-
-
-
-
-
-
-
January 2023 Portfolio Update1 week ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
随心笔:味道、仪式篇2 weeks ago
-
How To Optimise Accounts Payable3 weeks ago
-
2022 - My Year of Revenge Travel3 weeks ago
-
-
-
-
Review of 20224 weeks ago
-
-
-
-
Bidding Jurong Bird Park Farewell4 weeks ago
-
Demoralized4 weeks ago
-
How Do Free Apps Make Money?4 weeks ago
-
-
-
2022 Thoughts, Hello 2023!4 weeks ago
-
-
-
-
-
Series of Defaults for Maple Finance1 month ago
-
-
-
-
-
Takeaways from “Sea Change”1 month ago
-
-
Moment of reflection (Kyoka Suigetsu)1 month ago
-
SRS investing options2 months ago
-
Investment Summary - Nov 20222 months ago
-
Greed is Coming Back2 months ago
-
-
-
-
Investing is Easy2 months ago
-
LoopholesSG is Back!2 months ago
-
-
-
Investing in BYDDF: Build Your Dream3 months ago
-
-
-
Likely Property Crisis for Singapore?3 months ago
-
-
-
-
-
-
-
-
-
Shaping Vienna from the ground up6 months ago
-
Portfolio Update - 2Q20227 months ago
-
-
What is Overemployment7 months ago
-
-
Terra Hill Condo (former Flynn Park)7 months ago
-
Alibaba VS Tencent: The Battle Royale8 months ago
-
-
-
-
-
-
-
-
-
-
-
Malaysia Investment Bloggers
Click to comment
Subscribe to:
Post Comments (Atom)