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港A两市啤酒股续涨 润啤(0291.HK)涨近4%续创历史新高
格隆汇 11-23 10:38
格隆汇11月23日丨港A两市啤酒股继续走强,港股中,百威亚太(1876.HK)涨超5%,青啤涨超4%逼近历史新高,润啤涨近4%续创历史新高。A股中,青啤、燕京啤酒涨超3%,珠江啤酒涨超2%。润啤上周五(20日)早间公布,前九月归属公司股东综合利润约人民币36.5亿元。绩后中金上调润啤2020/21年盈利预测8.3%/4.3%,并上调其目标价20%到60港元。此外据悉,润啤近一个月持续获南下资金青睐,其港股通累计持仓比例自10月22日的10.05%逐步攀升至最新(11月18日)的10.73%。摩通发报告指,喜好内地啤酒业的高档化趋势,因可推动毛利率扩张,而市场亦重视啤酒股的增长质素及毛利扩展多于啤酒量的上升,行业中首选润啤。

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