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《大行報告》大和上調潤啤(00291.HK)目標價至78.6元 評級「跑贏大市」
阿思達克 02-04 10:43
大和發表報告指,華潤啤酒(00291.HK)舉行了網絡會議,講述公司計劃成立合資在深圳發展物業項目及總部大樓。新總部將設年產10萬噸的精釀啤酒廠、辦公大樓及啤酒博物館等,部分辦公室物業會作銷售。而項目將由公司及華潤置地(01109.HK)各擁50%股權。

該行表示,潤啤希望整個項目包括總部和合資物業,都可提高旗下華潤雪花的品牌形象。該項目的酒廠將生產精釀啤酒及其他高檔雪花和喜力品牌產品,而啤酒村街道及餐廳等亦料有助推動高檔啤酒消費。公司目標是於2024年建成項目,將項目打造成啤酒愛好者,特其是年輕消費者的標誌性地區。

大和上調潤啤股份目標價,由59元升至78.6元,評級維持「跑贏大市」,相信若項目在物業銷售方面超過目標,公司的補償收入有上升空間。該行又下調公司2020年至2022年的每股盈利預測4%至12%,以反映其近期公布的盈喜。

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