《大行報告》匯豐研究升青啤(00168.HK)目標價至48.41元評級「持有」
匯豐研究發表報告指,青啤(00168.HK)今年上半年收益按年升9%,符該行預期,而純利升25%,則高於預期,相信主因內地第二季進行減稅措施,紓緩該公司成本壓力及推動毛利率上升。
報告補充,受惠於一次性稅率調整,對青啤及其渠道分銷商盈利均有所帶動。該行將青啤2019至2021年收入及盈利預測分別上調0.9%至1.7%以及1.3%至1.7%,因此將其目標價47.53元調升至48.41元,維持「持有」評級。
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