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大行每日評級 | 瑞信升招行目標價,大行繼續唱好啤酒股

今日看點

1. 瑞信將招商銀行(03968)目標價由73港元升7%至78港元,維持“跑贏大市”評級,上調其2022財年預測,該行表示,公司首季業績穩健,基本符合預期,繼續看好其財富業務中的積極趨勢和可持續性以及零售業務的強勁增長。

2. 瑞銀和小摩把青島啤酒(00168)目標價分別由82.58元和88元上調至93.56和93元,大行認爲公司受惠於消費需求復甦,並且因核心產品加速高端化,以及在全國市場推出嶗山啤酒,相信公司的產品結構升級策略可進一步支持盈利增長。

3. 中信證券表示貝殼(BEKE)應基於產業互聯網的邏輯進行估值,升其目標價至83.39美元,維持“買入”評級,該行認爲,從靜態看,貝殼是居住領域最具獨特優勢的企業。其線下競爭對手、線上競爭對手以及潛在的競爭對手比如物業公司等,均難以對公司形成實質性挑戰。從動態看,公司在家裝領域的探索目前已經取得一定進展,第二增長曲線明確。

【貝殼支持5倍槓桿日內交易】

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