【行家论股/视频】Farm Fresh(FFB,5306,主板消费股) 放眼市占达75%
分析:大华继显投行
目标价:1.82令吉
最新进展
Farm Fresh(FFB,5306,主板消费股)出价1824万1366令吉,收购芙蓉占地8.05英亩的工业土地,计划用来在中部地区建设新生产中心。
新厂建设将提高公司现有乳制品与植物类产品的产能,及带来新相关产品。
本地知名牛奶公司Farm Fresh
行家建议
今年头上市的Farm Fresh,继续扩大本地市场份额,其冷冻鲜奶及常温鲜奶的市占率,已经分别达到54%和48%。
依靠着创新产品、优良产品素质,以及充满竞争力的定价,该公司放眼未来获得高达75%的市占率。
Farm Fresh还准备进军奶粉制造业,此市场价值高达23亿令吉,较即饮牛奶的21亿令吉市场更高。
靠着Farm Fresh已建立起的品牌和销售网络,我们认为进军更广阔的牛奶市场,是一个非常具有吸引力的机会。
在生奶成本大幅提高的环境下,Farm Fresh将透过提高售价来转嫁成本;不过其提高售价的步伐还是较竞争对手来得慢。
我们继续看好这家本地奶制品公司拥有高成长前景,维持“买入”评级,以及1.82令吉目标价,相当于2023年的预计30.5倍本益比。
若能进一步进军主要出口市场,并维持稳定赚幅,Farm Fresh的估值或可上看雀巢(NESTLE,4707,主板消费股)(51.6倍本益比)和全利资源(QL,7084,主板消费股)(48.8倍本益比)等优质消费股估值。
Farm Fresh股价走势01/07/22
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91farm-fresh-%E6%94%BE%E7%9C%BC%E5%B8%82%E5%8D%A0%E8%BE%BE75
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