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《大行報告》美銀證券降潤啤(00291.HK)目標價至51元 重申「買入」評級
阿思達克 03-19 10:28
美銀證券發表研報,重申對華潤啤酒(00291.HK)的「買入」評級,預計潤啤未來兩年每股盈利年均複合增長率將繼續維持為十數個百分點,憧憬高端啤酒產品滲透率不足、公司市場份額增加、成本趨勢變化及供應端利好,將有助抵銷宏觀經濟疲軟的影響。 該行指出,去年公司業績符合預期,管理層態度積極,相信有助於改變投資者對對啤酒高端化及白酒行業過度悲觀看法,由於近期股價走強,預期未來任何股價回調都將是有吸引力的入市機會,基本維持每股盈利預測。但為反映市場降溫,美銀相應將目標價由55元下調至51元。
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