《大行報告》大摩下調潤啤(00291.HK)目標價至64元 評級「增持」
摩根士丹利發表報告指,雖然受疫情影響,但華潤啤酒(00291.HK)管理層對今年增長勢頭保持正面,繼續將增長目標放在中檔產品以上,並期望透過加價及組合升級轉移成本壓力。
該行將潤啤今明兩年經常性盈測下調分別11%及12%,以反映去年的經常性EBIT基數較低,現時預期集團2021年至2023年的經常性盈利年均複合增長率爲24%。
大摩同時下調潤啤股份目標價,由70元降至64元,評級維持「增持」。
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