港股異動 | 啤酒股拉昇 華潤業績超預期 高温利於銷量
格隆匯8月18日丨啤酒股拉昇,華潤啤酒漲3.7%領漲,百威亞太漲2%,青島啤酒漲1.7%。 華潤啤酒上半年營收增長7%,核心股東應占溢利同比增長20%。花旗稱,管理層有意開始變現其多年來的品牌投資及成本優化,料會主要透過今年下半年往後的EBIT利潤率擴展,因行業高端化在內地進一步重新開放下再次加快。該行講其目標價由67.1港元升至72.3港元,評級維持“買入”,為該行於中資必需消費行業中的首選。大摩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,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,將其目標價由60港元上調至64港元,維持其評級為“增持”。多個地區持續高温,其中重慶市氣象台繼續發佈“高温紅色預警訊號”,預計8月18日至20日渝中區、沙坪壩區、大渡口區等多個地區,最高氣温將升至40度樓上。華潤啤酒首席執行官侯孝海表示,市場正呈現V字形走勢,原材料價格上漲的情況也在好轉,疫情不確定性預計不會對啤酒市場產生根本性衝擊,而7、8月份的高温天氣,也會對啤酒消費產生一定的拉動作用。他預計華潤啤酒全年銷量、收入、利潤應會實現正增長。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.