《大行報告》瑞信升百威亞太(01876.HK)評級至「跑贏大市」 目標價上調至27元
瑞信發表研究報告指,百威亞太(01876.HK)今年第三季收入和經調整EBITDA分別錄按年升2%及持平,自第二季下跌後見改善,指第三季業績大致符預期,內地業務的收入和經調整EBITDA分別錄5%及7%增長。
該行指,百威亞太產品組合升級、內地銷售增長、管理層指韓國業務自9月中起見具鼓勵性復甦,均是正面的訊息,不過印度在第三季仍然受疫情影響。
該行相信,百威亞太最壞情況已過,故現轉看好公司表現,特別是中國業務復蘇表現符預期,相信公司股價今年以來跑輸大市,指仍未反映穩定復甦的前景,該行將百威亞太目標價由26元升至27元,評級由「中性」升至「跑贏大市」。
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