《大行報告》瑞銀上調潤啤(00291.HK)目標價至65.1元 評級「買入」
瑞銀發表報告,因應自7月起成本壓力緩和及高端化趨勢,將華潤啤酒(00291.HK)2022至2024年盈利預測上調約19%,目標價由58.3元上調至65.1元,評級「買入」。
瑞銀表示,市場或過分擔憂疫情對高端產品增長復甦,並且忽略白酒長遠前景,透過投資白酒及或有可能收購金沙酒業,潤啤可以擴張其非核心區域增長。
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