《大行》花旗维持华润啤酒(00291.HK)首选“买入”评级 目标价38元

阿斯达克财经
Mar 11

花旗发表研究报告指出,华润啤酒(00291.HK) 公布,其白酒业务录得27.9亿至29.7亿元人民币(下同)的商誉减值亏损,远超该行预期的3亿元。考虑到公司估计的2025年呈报纯利及花旗估计的一次性土地出售收益,该行预期华润啤酒2025年核心纯利将介乎51亿至53亿元,较该行预测高出0%至6%。参考蒙牛(02319.HK) 的情况,其股价对公布2025年22亿至24亿元减值拨备作出正面反应,该行...

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