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《大行報告》大摩相信潤啤(00291.HK)股價30日內將升 評級「增持」
阿思達克 07-29 14:54
摩根士丹利發表技術研究報告,相信潤啤(00291.HK)股價30日內將上升,發生此概率料70%至80%,形容近期回落後,短期估值吸引。在穩定需求下,公司高階化趨勢保持健康水平,預期喜力可能持續透過進一步的渠道滲透實現良好增長。根據該行渠道調查,潤啤一直就其高階及次高階產品積極展開渠道擴張策略,可支持其市場份額的增長。 該行認為,潤啤目前交易價格相當於預測2023財年每股經常性盈利29倍,2022至2024財年的複合年均增長率為24%。對其評級「增持」,目標價60元。
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