【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
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