《大行报告》招商证券国际下调润啤(00291.HK)目标价至45.4元评级“增持”

阿斯达克财经03-21

招商证券国际发表报告，认为华润啤酒(00291.HK) 去年下半年业绩不及预期更多是一次性事件，并且从2023财年业绩公布中看到的积极信号多于消极信号。华润啤酒2024财年啤酒销售指引证实，高端化趋势仍可能继续，并应该被视为积极的。由于大多数原材料价格预计会下降或小幅上涨，叠加持续的高端化，应该有利于利润率。而特别股息亦显示华润啤酒对2024财年现金流的信心。招商证券国际将润啤2024和2025...

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《大行报告》招商证券国际下调润啤(00291.HK)目标价至45.4元 评级“增持”

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《大行报告》招商证券国际下调润啤(00291.HK)目标价至45.4元评级“增持”