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《大行》里昂對華潤飲料(02460.HK)盈警感意外
阿思達克 07-28 10:48
里昂發表報告指,華潤飲料(02460.HK)發盈警,預計上半年淨利潤將按年減少約20%至30%,主要是由於增加行銷投資、不利的組合改變及渠道調整所致。 里昂指,相較於市場預期的上半年利潤按年增長10%以上,對今次盈警感意外。其中,該行認為營銷投入增加是利潤下滑的首要原因,自產率提升等利好因素抵消了部分影響。公司預期下半年的行銷投入將取決於行業的競爭程度。 里昂對華潤飲料目標價為17.7元,評級「跑嬴大市」。
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