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潤啤(00291.HK)曾續漲近6.5%創逾五個月高 績後獲多間大行升價
阿思達克 08-18 14:22
恆指午後沽壓增大,最低見19,715,現報19,760,回吐162點或0.8%,總成交額628億元。 然而,華潤啤酒(00291.HK)績後獲多間大行升價至介乎64-75元,該股昨午績後最多抽升近6%,收漲近4%後,今早股價曾再升6.4%至59.6元創逾五個月高遇壓,現報58.15元,續升3.8%,暫為最強藍籌,成交續增至1,575萬股,創逾一個月高,涉資9.21億元。 高盛給予華潤啤酒目標價最進取及維持潤啤確信買入名單內,並調高公司未來四年EBIT預測3%-11%,以反映上半年業績穩固,料公司今明兩年經常性EBIT分別增長25%及24%。大摩目標價最保守僅升至64元,該行調高公司未來三年銷售及經常性利潤預測2%-3%,料公司今年銷售及經常性利潤分別升9%及20%。 潤啤中期純利按年倒退11.4%至38.02億人民幣(下同),每股盈利1.17元,中期股息按年減少11.4%至0.234元。期內,總營收按年升7%至210.13億元;毛利按年升6.9%至88.78億元。集團上半年總體啤酒銷量按年僅微降至約62.95億升,優於整體行業水平。首席執行官侯孝海表示,期望下半年銷量、收入及盈利有較好增長,因為是政府保增長令經濟壓力紓緩,加上成本有轉好趨勢及夏季氣溫較高,預期下半年市場狀況會較上半年為好。
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