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《大行報告》大摩引述百威(01876.HK)指內地夜間銷售通路已回復逾九成 聚焦優越品牌策略
阿思達克 11-19 14:26
摩根士丹利發表研究報告引述百威(01876.HK)管理層表示,公司著重其高端品牌策略,通過品牌組合的領導優勢、進一步滲透市場和及時轉移渠道,以強化其在相關高端界別的市場地位。

該行指,在中國的夜生活渠道重啟程度已恢復至超過90%,餐廳渠道更已完全正常化。而公司亦正加強家居銷售渠道,維持電商銷售領導地位,但相對佔收入比例仍然少,故有增強的空間。

該行又指,長遠國內市場增長,以及品牌高端化將成利潤增長動力,目標價31元,評級「增持」。

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