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《大行報告》花旗引述華潤啤酒(00291.HK)料行業今年首季可錄可觀增長
阿思達克 01-08 14:32
花旗發表報告指,受惠於去年同期的比較基數低,華潤啤酒(00291.HK)管理層預計今年首季內地啤酒行業有可觀增長。而集團於去年致力推動渠道容量,管理層估計「Super X」及「喜力」品牌在今年的銷售增長將會加快。

該行表示,潤啤在毛利率方面通過優化成本結構而獲利,加上強勁的資產負債表,有助推動其於高檔市場有盈利能力的市佔增長,預期集團將在今年進一步高檔化,且核心盈利增長會加速。

花旗維持華潤啤酒股份「買入」評級及目標價85元,並與蒙牛(02319.HK)繼續為該行中國必須消費品行業的首選。

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