美银证券预期，华润啤酒(00291.HK) 去年营收下降1.4%(啤酒跌1.6%；白酒升3%)，净利润下降7.5%。撇除非核心的政府补助及处置收益，核心税前利润可能增长4%。由于中国政府的财政压力，审慎预测这些项目在未来将低于趋势。因此下调2024/25年的每股盈利预测5%/4%，并将目标价下调7%至30.6元。尽管如此，美银证券仍然重申其“买入”评级，因为预计润啤在艰难的市场中将超越中国前三大...
Source Link美银证券预期，华润啤酒(00291.HK) 去年营收下降1.4%(啤酒跌1.6%；白酒升3%)，净利润下降7.5%。撇除非核心的政府补助及处置收益，核心税前利润可能增长4%。由于中国政府的财政压力，审慎预测这些项目在未来将低于趋势。因此下调2024/25年的每股盈利预测5%/4%，并将目标价下调7%至30.6元。尽管如此，美银证券仍然重申其“买入”评级，因为预计润啤在艰难的市场中将超越中国前三大...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.