智通财经APP获悉,建银国际发布研报称,华润啤酒(00291)核心盈利同比增10%,略胜预期。公司派中期息0.373元人民币,派息比率维持在26%。该行上调集团今明两年的盈测13%和9%,以反映一次性收益及更好的啤酒产品利润。该行将集团目标价由33.6港元调升至35.1港元,维持“跑赢大市”评级。展望未来,该行对润啤的白酒业务销售增长前景保持审慎,预计政策影响仍会持续。不过,由于产品价格较为稳定及销售、一般及行政费用受到规范,预计下半年业务亏损将会收窄。
智通财经APP获悉,建银国际发布研报称,华润啤酒(00291)核心盈利同比增10%,略胜预期。公司派中期息0.373元人民币,派息比率维持在26%。该行上调集团今明两年的盈测13%和9%,以反映一次性收益及更好的啤酒产品利润。该行将集团目标价由33.6港元调升至35.1港元,维持“跑赢大市”评级。展望未来,该行对润啤的白酒业务销售增长前景保持审慎,预计政策影响仍会持续。不过,由于产品价格较为稳定及销售、一般及行政费用受到规范,预计下半年业务亏损将会收窄。
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