《大行報告》野村升潤啤(00291.HK)目標價至45元 產品組合升級步入正軌
野村發表報告指,華潤啤酒(00291.HK)去年業績符合市場預期,主要由啤酒業務的產品提升所推動,去年收入按年升10%,受惠啤酒平均售價升4%及白酒業務的貢獻,去年純利升19%亦符合預期。管理層指,今年首兩個月啤酒業務銷量有正面增長,對於內地市場持續高端化表示有信心,展望今年中高端以上產品銷售有雙位數升幅,該行認為在喜力及雪花啤酒的增長下,有關目標能夠實現。
該行對潤啤持「買入」評級,目標價由42.4元上調至45元。
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