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《大行报告》大摩下调百威亚太(01876.HK)目标价至30元 维持「增持」评级
阿思达克 02-28 10:02
摩根士丹利发表报告,下调对百威亚太(01876.HK)今明两年盈利预测分别23%及10%,以反映新型冠状病毒肺炎疫情在中国及韩国的影响。该行又下调对集团股份目标价,由32元降至30元,维持「增持」评级。大摩表示,中国市场於3月及4月的复苏速度将是判断疫情整体影响的关键,因百威亚太管理生产及品牌投资是会紧随於预期需求回升,该行会继续监察销售点重开及消费者信心恢复的情况。至於韩国市场,大摩认为疫情如何发展的能见度仍然相对较低,因疫情爆发,该行现时反映集团今年首两个月於中国和韩国市场失去50%至70%的销售,随後三个月的复苏期内则损失10%至30%的销售。(ek/u)~
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