You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛升啤酒股目標價 料潤啤、青啤及蒙牛可潛在受惠提價
阿思達克 12-09 11:33
高盛發表內需股行業報告表示,成本上漲及產品提價將是中國內需股明年最主要的催化劑,隨著成本上漲(包括大豆、麥、原奶、包裝物料等)壓力,料內需企業將追求毛利率擴張多於提升市場份額。

該行指,邁向2021年,近期的成本壓力可能會持續,尤其是大豆、玻璃、大麥以及其他包裝材料。該行估計調味品的壓力最大、其次是啤酒,目前乳製品和飲料的價格壓力相對較少。因此提價的機會可能因產品類別而異。該行將啤酒股的每股收益預測上調4%,並將目標價提高了4%至14%。

高盛認為華潤啤酒(00291.HK)、青島啤酒(00168.HK),蒙牛(02319.HK)、伊利股份(600887.SH)和中炬高新(600872.SH)是潛在的價格上漲受益者。

該行上調百威亞太(01876.HK)目標價由28元升至29元,維持「買入」評級;該行升華潤啤酒目標價由58元升至66元,維持「買入」評級;該行升青島啤酒目標價由67.1元升至76.1元,維持「中性」評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account