《大行報告》中銀國際重申增持內地飲料食品行業 看好潤啤及青啤
中銀國際發表報告表示,中國公布今年6月零售銷售總額按年下滑1.8%,對比市場原預期升0.5%,該行認為零售與去年同期基本同步,但在某些情況下,部份地區的餐飲業仍受新冠疫情所影響。
該行指,內地6月食品和飲料行業分別增長10.5%及19.2,該行重申對中國食品及飲料行業的「增持」評級,該行予華潤啤酒(0291.HK)、青島啤酒(00168.HK)及百勝中國(YUMC.US)評級均為「買入」,潤啤目標價55.5元,青啤目標價55元。
中銀國際仍然喜愛華潤啤酒及青島啤酒,因公司上半年業績有高度確定性、行業數據亦見回升。
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