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《大行》里昂:潤啤(00291.HK)主席辭任影響短期情緒 目標30.4元
里昂研究報告指,華潤啤酒(00291.HK)公佈主席侯孝海辭任,印證了市場的猜測。執行董事及總裁趙春武將暫代主席工作,但新繼任人仍存在不確定性。該行認爲短期情緒可能會受到一些壓力,但見到年初至今集團的每月銷售仍符合預期,而旗下品牌喜力仍有雙位數按年增長。該行現予目標價30.4元及「跑贏大市」評級。
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