华润啤酒宣布侯孝海辞任董事会主席，公司总裁赵春武将暂时承担过渡期间董事会主席的工作及责任。摩根士丹利发表研究报告指，由于侯孝海于5月披露，已出售其持有的润啤股份，因此事件对市场而言或非完全出乎意料。大摩认为，润啤主席变动应不会对公司策略造成重大改变，而市场可能会等待继任计划的明朗化。公司今年料专注于产品及渠道多元化，以推动啤酒销量增长及利润率扩张，并在各业务线实现更佳的营运效率。酒类业务或继续受到需求疲弱的挑战。大摩予该股“增持”评级及目标价34港元。
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