《大行報告》富瑞料華潤啤酒(00291.HK)今年毛利率提升 重申「買入」評級
富瑞發表報告表示,對華潤啤酒(00291.HK)今年作出展望,估計今年下半年銷量會小幅上升,今年產品銷售均價升幅或較去年加快,主要是這得益於集團於去年第四季加價,相信產品售價提升可抵銷原材料成本上升,令集團毛利率擴大。
該行重申對華潤啤酒「買入」投資評級,下調對其目標價由72.6元降至68元,下調對其2021年至2023年經常性純利預測3至9%,反映銷售增長較低及毛利率擴張預測。
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