《大行》摩通下调润啤(00291.HK)今明两年业绩预测 降目标价至38元

阿斯达克财经
Jan 23

摩根大通报告指,华润啤酒(00291.HK) 管理层在该行举行的论坛上披露多项讯息,主要内容包括今年啤酒消费需求或与去年相若,即低单位数销量增长及平均售价不变。但由于已锁定成本,铝及大麦成本受控。然而,白酒去年下半年销售及亏损情况差于上半年,导致去年第四季或要计入商誉减值,且今年展望能见度仍低。公司亦披露成本节约及效益改善持续保障公司利润率,公司亦目标把派息率由去年60%增至2027年70%,该行...

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