港股異動 | 華潤啤酒(0291.HK)漲逾4% 獲執董增持疊加券商唱好
格隆匯5月13日丨華潤啤酒(0291.HK)現報40.8港元,漲幅4.21%,最新總市值1323.6億港元。港交所資料顯示,該公司在在5月11日獲執行董事侯孝海以每股均價39.489港元買入10萬股。國盛證券研報指,公司預計5月銷售將逐步回暖、6月恢復正常;雖然疫情暫時拖累了喜力的推廣進度,但行業長期高端化趨勢不變,公司高端化戰略堅定,已充分做好“起跑”準備。目前,公司在高端市場份額不到15%,計劃3-5年實現翻倍,未來隨着高端化的推進,提升空間巨大。預測公司2020-2022年歸母淨利潤分別為21.5/34.2/38.9億元,同比增長63.8%/59.2%/13.7%,首次覆蓋,給予“買入”評級。

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