《大行報告》里昂上調潤啤(00291.HK)目標價至72元 評級「買入」
里昂發表報告指,內地經濟重開利好啤酒業,惟市場競爭亦增加,建議投資者應更加關注交易量,而不是產品平均售價。
該行指,啤酒廠或增加在餐廳銷量,同時減少場外銷售的數量,將會最受青睞。該行預料,華潤啤酒(00291.HK)將會受惠其中,主要是公司價格較低的啤酒,將會對喜好飲料的客戶具吸引力,尢其客戶在餐廳時增加飲酒支出。里昂將華潤啤酒目標價上調至72元,重申「買入」其評級。(ca/w)
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