《大行報告》里昂上調青啤(00168.HK)目標價至84元 評級「買入」
里昂發表評級報告指,青啤(00168.HK)今年首季銷售按年增3.1%至92.08億元人民幣,其純利增10.2%至11.26億元人民幣,其業績表現超於該行預期。受惠於公司加速產品組合升級,青島品牌銷量按年增13.2%,總銷量則降2.8%,從而推動其平均價格按年升6.6%。
該行表示,由4月起青島錄得零星新冠確診個案,認為公司經營環境正在轉好,尤其相比在去年次季低基數,料產品組合升級、特定產品和地區的價格潛在上升,會彌補成本增加。
該行將其目標價由80元上調至84元,維持其評級「買入」。
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