《大行報告》富瑞:復星國際(00656.HK)悉售青啤(00168.HK)可消除陰霾 利好青啤股價
復星國際(00656.HK)悉售青島啤酒(00168.HK)H股持股,以每股配售價62元配售約6,677.67萬股青啤H股,較股份昨日(30日)收市價65.05元折讓約4.69%。
富瑞發表報告指,是次復星出售持股料對青啤H股股價影響正面,因復星是否出售,自2019年以來對青啤而言一直是陰霾,並令青啤的A股及H股價差擴大。
該行相信復星出售持股對青啤的經營影響不大,據該行渠道檢查亦表明5月銷量有中單位數增長,意味著3月以來的復甦趨勢持續。青啤H股仍是富瑞的首選,股份評級為「買入」,目標價96元。
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