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《大行報告》匯豐研究降青啤(00168.HK)目標價至103元 評級「買入」
阿思達克 09-06 15:37
匯豐研究發表報告指,青島啤酒(00168.HK)產品升級步入正軌,帶動次季業績上升並勝預期。產品高端化戰略和較低的成本可能會提高下半年的盈利能力,維持「買入」評級,目標價則由107元降至103元。 報告指,考慮到青啤近期的銷售數據,維持其2022年至2024年收入預測基本不變,並將毛利率預測提高0.1至0.2個百分點,因爲看好高端化產品進展。至於今年的淨利潤預測提高3.7%,2023年至2024年淨利潤預測基本保持不變。
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