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大和上调润啤目标价至78.6元,评级「跑赢大市」
阿思达克 02-04 10:43
大和发表报告指,华润啤酒(00291.HK)举行了网络会议,讲述公司计划成立合资在深圳发展物业项目及总部大楼。新总部将设年产10万吨的精酿啤酒厂、办公大楼及啤酒博物馆等,部分办公室物业会作销售。而项目将由公司及华润置地(01109.HK)各拥50%股权。

该行表示,润啤希望整个项目包括总部和合资物业,都可提高旗下华润雪花的品牌形象。该项目的酒厂将生产精酿啤酒及其他高档雪花和喜力品牌产品,而啤酒村街道及餐厅等亦料有助推动高档啤酒消费。公司目标是於2024年建成项目,将项目打造成啤酒爱好者,特其是年轻消费者的标志性地区。

大和上调润啤股份目标价,由59元升至78.6元,评级维持「跑赢大市」,相信若项目在物业销售方面超过目标,公司的补偿收入有上升空间。该行又下调公司2020年至2022年的每股盈利预测4%至12%,以反映其近期公布的盈喜。

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