You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》大摩:潤啤(00291.HK)主席辭任不會對公司策略造成重大改變
華潤啤酒(00291.HK)宣佈侯孝海辭任董事會主席,公司總裁趙春武將暫時承擔過渡期間董事會主席的工作及責任。摩根士丹利發表研究報告指,由於侯孝海於5月披露,已出售其持有的潤啤股份,因此事件對市場而言或非完全出乎意料。 大摩認爲,潤啤主席變動應不會對公司策略造成重大改變,而市場可能會等待繼任計劃的明朗化。公司今年料專注於產品及渠道多元化,以推動啤酒銷量增長及利潤率擴張,並在各業務線實現更佳的營運效率。酒類業務或繼續受到需求疲弱的挑戰。 大摩予該股「增持」評級,目標價34元。
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