智通财经APP获悉，花旗发布研报称，对华润啤酒(00291) 开启为期30天的上行催化剂观察，修订后的行业偏好依序为，华润啤酒“买入”;百威亚太(01876)“买入”= 青岛啤酒(00168)“买入”。花旗予华润啤酒目标价35.6港元，基于2025年啤酒业务12倍EV/EBITDA，与其全球可比公司市值加权平均持平。
华润啤酒宣布侯孝海辞任董事会主席，消除市场对其股价悬念。整体而言，花旗认为并未影响对润啤未来可持续增长的信心。花旗预计润啤业务在2025年上半年息税前利润将实现低双位数增长，营收则维持个位数轻微增长，表现远优于百威亚太中国业务。
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