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大行評級|大摩:上調華潤啤酒目標價至34港元 啤酒高端化依然爲主要動力
格隆匯 03-19 14:26

摩根士丹利發表報告指,華潤啤酒今年首兩個月的正面銷售增長及毛利擴張,管理層對今年業務進一步改善表示更積極。該行指,啤酒高端化依然爲主要動力,加上提高對經營效率的關注,有助今年盈利增長較好。

該行認爲,未來數月的看點會在需求復甦的速度以及行業中競爭情況的改變,該行維持“增持”評級,目標價由30港元上調至34港元,料今年的經營利潤會錄得8%增長,今年至2027年的每股盈利預測分別爲1.64元、1.85元以及2.05元。

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