《大行報告》美銀證券下調潤啤(00291.HK)目標價至75元 評級「買入」
美銀證券發表報告,料華潤啤酒(00291.HK)上半年核心盈利增長逾20%,高端產品銷量增長逾20%,並料新收購的白酒業務對每股盈利影響大致中性,主要是其盈利大致上抵銷了較高的利息成本及併購產生的攤銷成本上升。
該行指,公司上半年重點在於去庫存,故認爲公司的白酒業務或於下半年有更好的產品管線,令其業務逐漸改善。美銀證券將潤啤今年及明年每股盈測分別下調2%及1%,並將其目標價由79.8元下調至75元,維持其評級爲「買入」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.