《大行報告》摩通下調潤啤(00291.HK)目標價80元 評級「增持」
摩根大通發表報告,預期華潤啤酒(00291.HK)今年上半年銷售及EBITDA分別按年增長6.6%及7.4%,對比青島啤酒(00168.HK)為增長3%及8.5%,而百威亞太(01876.HK)則跌1%及跌5%。
該行又預期集團上半年銷量按年維持持平,次高檔以上的銷量增長10%;至於產品均價估計按年上升7%,優於青啤的5.3%及百威亞太的2.4%。
不過,由於企業價值倍數(EV/EBITDA)基礎由原來的22倍降至20倍,摩通下調潤啤股份目標價,由82元降80元,評級維持「增持」。
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