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大和:維持百威(1876.HK)優於大市評級 目標價28.2港元
格隆匯 10-15 13:10

大和發表研究報告表示,百威亞太(1876.HK)將於10月29日公佈第三季業績,由於新冠肺炎疫情在韓國爆發,當地餐廳及夜店採取限制措施,另外亦受印度封城措施所影響,預計第三季EBITDA按年下降4%至6.09億美元,但比第二季跌幅收窄,在內地暫停封城措施,以及平均售價上升帶動下,令內地銷售量按年輕微上升。該行維持百威優於大市評級,目標價28.2港元。

另外,百威亞太的管理層於10月13日主持了一次ESG網絡廣播,以介紹其可持續發展目標和戰略,產品發展關注水資源管理、智能農業、循環包裝和氣候變化等環保議題。該行認為,相對其他同業,百威的發展有晰的ESG目標,因其母公司在此範疇上有充足的經驗及支持,對公司長遠前景具有信心。

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