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《大行報告》高盛上調潤啤(00291.HK)目標價至75元 維持確信買入名單內
阿思達克 08-18 10:38
高盛發表研究報告,指出在艱難經營環境中,華潤啤酒(00291.HK)上半年業績穩固,管理層對長期高端化及近期銷量強勁復甦的前景正面,並上調全年銷量指引至增長約2%,以及經常性EBIT增長達雙位數,預期受惠於高端增長加速、成本下降及低基數下,預期公司下半年增長強勁。 該行將潤啤的2022至2025財年經常性息稅前盈利(EBIT)預測上調3%至11%,以反映上半年業績穩固,並預期今年經常性EBIT增長約25%。另料2023財年公司產品銷售均價增長6%,經常性EBIT按年增長24%。目標價由73元上調至75元,評級「買入」,並維持列入確信買入名單內。
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