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港股異動 | 啤酒股大漲 華潤啤酒(0291.HK)漲4.46%
格隆匯 07-27 14:04
格隆匯7月27日丨啤酒股大漲,華潤啤酒(0291.HK)漲4.46%、青島啤酒(0168.HK)漲4.27%。高盛此前發研報指,中國啤酒股次季雖然夜生活、高檔餐廳銷售未完全復甦,但整體內銷恢復趨穩定,該行將其2020-22年每股盈利預測上調0-9%。預期華潤啤酒、青島啤酒次季或上半年業績穩定,甚至次季銷量回彈高單位數至雙位數幅度,很大程度抵消首季的放緩情況。該行上調華潤啤酒2020-22年每股盈利預測7-9%,目標價升至53港元,評級買入;百威亞太獲上調同期每股盈利預測0-1%,目標價升至26港元;青島啤酒H股目標價55.3港元,評級中性。

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