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《大行報告》高盛:華潤啤酒(00291.HK)中期純利符預期
阿思達克 08-18 15:08
高盛發表報告指,華潤啤酒(00291.HK)上半年純利46.5億元人民幣,按年升22.3%,符合該行預期;公司今日(18日)下午4時將會舉行投資者會議,關注重點包括第三季能否保持銷量增長、價格上升空間、成本趨勢、高價產品增長動力、銷售渠道擴張策略、白酒業務發展等。 華潤啤酒上半年啤酒業務銷售額按年升9%,受惠平均售價上升4.4%,銷量亦升4.4%,但升幅低過高盛預期的10%。啤酒業務EBIT按年增長21.5%,符合預期。 高盛予華潤啤酒「買入」評級,目標價74元。
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