港股異動 | 潤啤(0291.HK)高開2.96% 料中期純利同比增逾100%
格隆匯7月20日丨華潤啤酒(0291.HK)高開2.96%,報69.5港元,暫成交3516萬港元,最新市值2254億港元。華潤啤酒昨日晚間發公吿稱,公司預期截至2021年6月30日止六個月的公司股東應占溢利同比增加至少100%。預增主要由於:(i)根據深圳市潤投諮詢有限公司、華潤雪花啤酒(中國)投資有限公司及公司間接全資附屬公司華潤雪花啤酒(中國)有限公司於2021年1月22日訂立的搬遷補償協議,集團就出讓其擁有的地塊收取初始税後補償收益約人民幣13億元;及(ii)毛利因集團產品銷量及平均售價上升而增加。中信證券最新發研報指,考慮到潤啤良好的基地市場儲備和持續提升的供應鏈能力,有望實現高端化下盈利快速增長,多因素催化下看好公司持續增長的前景。預計公司未來三年利潤兑現將呈現加速趨勢,給予目標價88港元,維持“買入”評級。

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