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港A兩市啤酒股續漲 潤啤(0291.HK)漲近4%續創歷史新高
格隆匯 11-23 10:38
格隆匯11月23日丨港A兩市啤酒股繼續走強,港股中,百威亞太(1876.HK)漲超5%,青啤漲超4%逼近歷史新高,潤啤漲近4%續創歷史新高。A股中,青啤、燕京啤酒漲超3%,珠江啤酒漲超2%。潤啤上週五(20日)早間公佈,前九月歸屬公司股東綜合利潤約人民幣36.5億元。績後中金上調潤啤2020/21年盈利預測8.3%/4.3%,並上調其目標價20%到60港元。此外據悉,潤啤近一個月持續獲南下資金青睞,其港股通累計持倉比例自10月22日的10.05%逐步攀升至最新(11月18日)的10.73%。摩通發報告指,喜好內地啤酒業的高檔化趨勢,因可推動毛利率擴張,而市場亦重視啤酒股的增長質素及毛利擴展多於啤酒量的上升,行業中首選潤啤。

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