大行評級|花旗:下調華潤啤酒目標價至35.6港元 下調今明兩年收入及核心淨利潤預測
花旗發表報吿指,中國政府促進消費政策預期可於今年第二至第三季為餐飲行業帶來正面作用,強化了該行對消費板塊更為正面的看法,華潤啤酒管理層亦對今年前景感到樂觀,表示觀察到首兩個月消費者信心有所恢復,休閒餐飲場所店內消費趨於穩定。
該行維持對華潤啤酒的“買入”評級,將今明兩年核心淨利潤預測下調14%和15%,收入預測下調3%和4%,以反映對白酒銷售較保守的預測及營銷行政開支佔比上升的預期,將潤啤目標價從40.07港元下調至35.6港元,強調百威亞太及華潤啤酒都仍是其青睞的中國啤酒股。
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.