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《大行報告》匯豐研究上調青啤(00168.HK)目標價至100元 評級「買入」
阿思達克 06-04 09:52
匯豐研究發表報告指,青島啤酒(00168.HK)於山東及陝西市場保持領先市場地位,於河南、河北南部及甘肅市場優勢亦正在擴大,預期可維持強勁增長趨勢,並取得市場認可。

該行指出,公司股價已從3月份的低位回升逾30%,主要受高端市場銷售勝預期、企業內部改革及旺季零售銷售向好所支持,預期青啤今年毛利率將有進一步改善,全年可達41.9%。

匯豐研究維持青啤「買入」評級,上調2021至2023年收入及毛利率預測,並將淨利預測分別上調3.3%、5.5%及9.5%,目標價由91元升至100元。

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