大行评级|里昂:华润啤酒主席辞任或影响短期情绪 目标价30.4港元

格隆汇
30 Jun

里昂发表研究报告指,华润啤酒公布主席侯孝海辞任,印证了市场的猜测。执行董事及总裁赵春武将暂代主席工作,但新继任人仍存在不确定性。该行认为短期情绪可能会受到一些压力,但见到年初至今集团的每月销售仍符合预期,而旗下品牌喜力仍有双位数按年增长。该行现予目标价30.4港元及“跑赢大市”评级。

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