建银国际:升青岛啤酒股份(00168)目标价至55港元 评级“中性”

智通财经
02 Apr

智通财经APP获悉,建银国际发布研报称,青岛啤酒股份(00168)去年业绩表现较预期弱,相信集团去年通过调整渠道库存,今年将录得销售数量增长,目前库存处于健康水平,料集团能够在较易基础上展开工作。该行料,公司今年收入同比升2.4%,受惠销量增长0.2%及平均售价上调2.3%,将其目标价由49.2港元上调至55港元,维持“中性”评级。

该行料,高端啤酒销量增长,包括纯生啤酒和白啤酒,将继续表现胜于整体销量增长,受惠大麦价格良好,产品组合升级,料今年集团毛利率同比增加0.6个百分点至40.8%。

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