华创证券:维持华润饮料(02460.HK)“推荐”评级 目标价8.5港元

智通财经
Jul 08
【华创证券:维持华润饮料(02460.HK)“推荐”评级 目标价8.5港元】智通财经APP获悉,华创证券发布研报称,华润饮料(02460.HK)历经25年渠道主动调整,叠加26年新任管理层上任后多维度改革全面落地,底部调整周期趋近尾声,预计下半年经营企稳有望逐步显现,该行调整公司26-28业绩预测至8.8/10.7/12.5亿元,对应26-28E PE分别18/15/13倍。考虑公司其包装水坡长雪厚、公司龙头地位仍突出,且长期生产提效与第二曲线培育逻辑不改,给予目标价8.5港元,对应27年17倍PE,维持“推荐”评级。

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