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【個股業績】華創(00291-HK)第三季業績省鏡全靠老天爺 @ 2013-11-15T15: Back Hot News
Keyword:華創
Concept:華潤創業啤酒業務 , 華創第三季核心盈利按年
華創四大核心業務中,以啤酒的表現最為突出,第三季銷售升24%,核心盈利更勁增49%至7.5億元。「今次『雪花』啤酒做得好,有好多特殊因素,例如天氣太熱,令銷量增加10%,加上匯率利好、少左減價,有效稅率又下跌,先造就到咁好成績。」該分析員續指,第四季屬啤酒傳統淡季,一般來說都會錄得虧損,今季還要首次並入正在蝕錢的金威啤酒業務,故短期而言肯定會拖累表現。
華創第3季核心純利升36% 啤酒最賺錢
華潤創業(291)昨公布截至9月底止第三季業績,期內盈利按年倒退19.2%至9.2億元,按季則大升81.8%;不過,如果剔除資產重估及重大出售事項稅後收益的核心盈利,則增長36%至9.11億元,表現理想,主要受惠啤酒業務盈利大升近半帶動。華創股價於績後造好,收市急升4.25%至27元。
巴克萊發表報告稱, 華創(00291)第三季啤酒盈利按年升百分之48, 核心盈利為9億1100萬元, 高出該行預期百分之20, 上調今明兩年盈利預測百分之1至3, 維持「與大市同步」評級, 上調目標價百分之3, 至24.7元.
美銀美林指其核心盈利按年升36%略優預期,得益於啤酒及業務核心盈利大升49%(對比上半年倒退4.5%),期內產品銷量按年升10.2%,均價提升逾10%,因上季較熱的天氣,提振了期內啤酒銷量,從同業青島啤酒上季銷量亦升12%可得引證。美銀美林指,華創飲品業務純利升55%,料得益於樽裝水市場表現強勁。
啤酒熱銷 華創上季核心多賺36%

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