花旗:內需股今年首選蒙牛(2319.HK)、潤啤(0291.HK)等八股
花旗發表中資消費股報吿表示,中國內地於2020年第二季至第四季疫情受控後交易活動持續恢復,相信投資者今年聚焦企業盈利持續性及長線投資因素,基於六個因素(包括復甦溢價、以消費者為中心、創新、供應鏈快速回應能力、盈利復甦確定性、強現金流),挑選出2021年中資內需股的首選,包括蒙牛(2319.HK)、華潤啤酒(0291.HK)、中國飛鶴(6186.HK)及貴州茅台(600519.SH)、滔博(6110.HK)、李寧(2331.HK)、百勝中國(9987.HK)、珀萊雅(603605.SH)。
花旗表示,更新了對中資消費股目標價,維持對蒙牛(2319.HK)買入投資評級,上調目標價由44.36港元升至55.05港元,維持華潤啤酒(0291.HK)買入投資評級,上調目標價由67.82港元升至85港元,維持李寧(2331.HK)買入投資評級,上調目標價由47.95港元升至62.15港元。

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