高盛：华润啤酒(0291.HK)消费与休闲企业日天气和宏观压力短期内带来压力,但全年业绩指引保持不变

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 9 June 2024 | 8:37PM HKT China Resources Beer (0291.HK): Consumer & Leisure Corporate Day: NT pressure from weather and macro, but full-yr guidance intact Bottom line: Management believes the company’s beer business is largely on track Leaf Liu +852-3966-4169 | leaf.liu@gs.com towards full year target (flattish volume growth & LSD-MSD% ASP expansion with Goldman Sachs (Asia) L.L.C. DD% beer EBIT growth, recent update within), while they noted near-term pressure Hongda Zhong +852 ...