港股異動丨青島啤酒跌近5% 遭高盛降級削目標價
格隆匯4月14日丨青島啤酒(0168.HK)跌近5%,報42.3港元,總市值571.5億港元。高盛上週發佈報告稱,認為青島啤酒(0168.HK)今明兩年在啤酒行業將要面對更具挑戰的情況,因同業聚焦於高檔市場的佔有率,以及有積極的擴展計劃,此將加重集團在銷量及組合增長上的壓力。該行下調對集團今年至2022年的盈利預測17%至21%,以反映公共衞生事件的相關影響,及高檔市場的競爭加劇。另外,由於去年上半年的高基數及渠道庫存高,該行認為青啤股份近期的上升催化劑有限,因此下調其評級,由“買入”降至“中性”,目標價由62.7港元下調至45.1港元。
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