港股異動 | 啤酒股走強 青啤(0168.HK)、潤啤(0291.HK)齊創歷史新高
格隆匯7月23日丨啤酒股走強,青島啤酒(0168.HK)盤中一度漲近7%報70.85港元創歷史新高;華潤啤酒(0291.HK)盤中一度漲近8%報53.6港元亦創歷史新高;百威亞太漲超3%,較4月6日盤中創下的歷史最低價17.796港元已反彈約37%。

高盛最新發研報指,中國啤酒業於第二季見強勁復甦,包括需求增加,以及銷售渠道為夏季作出補貨,不過夜場及一些商端餐廳仍未見覆蘇。該行上調行業2020-22年每股盈利預測0-9%,看好潤啤及百威亞太,目標價分別為53、26港元,予“買入”評級,而青啤為“中性”,目標價為55.3港元。
中銀國際亦重申對中國食品及飲料行業的“增持”評級,該行喜愛潤啤和青啤,因公司上半年業績有高度確定性、行業數據亦見回升,均予“買入”評級。
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