《大行报告》花旗引述华润啤酒(00291.HK)料行业今年首季可录可观增长
花旗发表报告指,受惠於去年同期的比较基数低,华润啤酒(00291.HK)管理层预计今年首季内地啤酒行业有可观增长。而集团於去年致力推动渠道容量,管理层估计「Super X」及「喜力」品牌在今年的销售增长将会加快。
该行表示,润啤在毛利率方面通过优化成本结构而获利,加上强劲的资产负债表,有助推动其於高档市场有盈利能力的市占增长,预期集团将在今年进一步高档化,且核心盈利增长会加速。
花旗维持华润啤酒股份「买入」评级及目标价85元,并与蒙牛(02319.HK)继续为该行中国必须消费品行业的首选。
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