港股异动 | 啤酒股走强 青啤(0168.HK)、润啤(0291.HK)齐创历史新高
格隆汇7月23日丨啤酒股走强,青岛啤酒(0168.HK)盘中一度涨近7%报70.85港元创历史新高;华润啤酒(0291.HK)盘中一度涨近8%报53.6港元亦创历史新高;百威亚太涨超3%,较4月6日盘中创下的历史最低价17.796港元已反弹约37%。高盛最新发研报指,中国啤酒业于第二季见强劲复苏,包括需求增加,以及销售渠道为夏季作出补货,不过夜场及一些商端餐厅仍未见复苏。该行上调行业2020-22年每股盈利预测0-9%,看好润啤及百威亚太,目标价分别为53、26港元,予“买入”评级,而青啤为“中性”,目标价为55.3港元。中银国际亦重申对中国食品及饮料行业的“增持”评级,该行喜爱润啤和青啤,因公司上半年业绩有高度确定性、行业数据亦见回升,均予“买入”评级。

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