花旗称,考虑内地啤酒行业第二至第三季旺季行业增长逊于预期,将青岛啤酒股份(00168.HK) 今明两年销售预测分别降6%及7%,纯利润预测降2%及5%。该行按2026年预测EV/EBITDA 10倍(与全球同业市值加权平均看齐,原先为12倍,以反映行业疲弱)估值,将目标价由76.1元降至68.55元,维持“买入”评级。该行维持行业相对排序不变,依次为华润啤酒(00291.HK) -〉百威亚太(...
Source Link花旗称,考虑内地啤酒行业第二至第三季旺季行业增长逊于预期,将青岛啤酒股份(00168.HK) 今明两年销售预测分别降6%及7%,纯利润预测降2%及5%。该行按2026年预测EV/EBITDA 10倍(与全球同业市值加权平均看齐,原先为12倍,以反映行业疲弱)估值,将目标价由76.1元降至68.55元,维持“买入”评级。该行维持行业相对排序不变,依次为华润啤酒(00291.HK) -〉百威亚太(...
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