港股異動丨華潤啤酒(0291.HK)和青島啤酒(0168.HK)雙雙創歷史新高
格隆匯7月13日丨受夏季銷售旺季、餐飲行業復甦等影響,啤酒股上揚,華潤啤酒(0291.HK)和青島啤酒(0168.HK)分別上漲5.27%和6.48%,雙雙刷新歷史新高。瑞銀髮報告表示,因青島啤酒(0168.HK)加快執行產品升級策略、公司管理層的激勵改善,兼且其估值吸引,維持對其正面看法。該行上調青啤目標價,由50.05港元升至71港元,此相當預測2021年企業價值對EBITDA的18倍,維持“買入”評級。輝立則授予華潤啤酒(0291.HK)目標價50.8港元。公司去年成功收購喜力中國,並與喜力集團達成長期戰略合作,此長期戰略合作將為公司提供在中國高端啤酒市場發展的一個重要和戰略性的機遇,增強公司在高端市場的品牌競爭力,有望提升公司整體盈利能力。

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