《大行報告》花旗下調華潤啤酒(00291.HK)目標價至68.4元 評級「買入」
花旗發表報告指,華潤啤酒(00291.HK)上半年核心淨利潤增長24%,再次證實公司在內地啤酒行業持續高端化優勢,而投資者最近在不確定的宏觀經濟下曾對此表示懷疑。
報告指,由於「啤酒+白酒」的協同效應好過預期,白酒業務的產品和品牌重新定位和提振工作在上半年進展順利,並沒有拖累盈利。該行預計,隨著內地消費復甦和低基數,第四季啤酒銷量將繼續改善,大致維持對潤啤今年至後年盈利預測不變,目標價則由76.5元下調至68.4元,續予「買入」評級,且為該行行業首選。
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.