《大行報告》大摩下調百威亞太(01876.HK)目標價至30元 維持「增持」評級
摩根士丹利發表報告,下調對百威亞太(01876.HK)今明兩年盈利預測分別23%及10%,以反映新型冠狀病毒肺炎疫情在中國及韓國的影響。該行又下調對集團股份目標價,由32元降至30元,維持「增持」評級。大摩表示,中國市場於3月及4月的復甦速度將是判斷疫情整體影響的關鍵,因百威亞太管理生產及品牌投資是會緊隨於預期需求回升,該行會繼續監察銷售點重開及消費者信心恢復的情況。至於韓國市場,大摩認為疫情如何發展的能見度仍然相對較低,因疫情爆發,該行現時反映集團今年首兩個月於中國和韓國市場失去50%至70%的銷售,隨後三個月的復甦期內則損失10%至30%的銷售。(ek/u)~
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