《大行報告》大摩升潤啤(00291.HK)目標價至64元 評級「增持」
摩根士丹利發表報告指,華潤啤酒(00291.HK)管理層對銷量增長及進一步高端化持樂觀態度,料下半年整體銷量錄得低單位數增長,以推動全年銷量呈正增長,並對高端化趨勢持正面看法,料未來五年行業增長達20%以上。
該行表示,考慮到上半年利潤表現優於預期以及近期銷量表現呈良好走勢,將公司2022年至2024年銷售及經常性利潤預測上調分別約2%,及介乎2%至3%,並料公司今年銷售及經常性利潤分別升9%及20%,並將其目標價由60元上調至64元,維持其評級為「增持」。
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