德银:升华润啤酒(00291)目标价至41.9港元 维持“买入”评级

智通财经
24 Mar

智通财经APP获悉,德银发布研报称,华润啤酒(00291)去年下半年集团收入同比跌1%至149亿元人民币,其中啤酒业务同比跌0.4%至139亿元人民币,白酒业务则同比跌11%至10亿元人民币,符合预期。集团下半年纯利3400万元人民币,稍微低于预期,主要是政府补贴低于预期。全年股息达25亿元人民币,意味着派息率达52%(撇除特别息,2023年派息率40%)。该行将公司在2025年至2027年EBITDA预测平均地上调约2%,目标价由41.2港元上调至41.9港元,维持其评级为“买入”。

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