《大行报告》大摩:对百威亚太(01876.HK)长线前景仍具信心 维持「增持」评级
摩根士丹利发表报告指,由於南韩及中国内地部分地区持续受到疫情爆发影响,因此轻微下调百威亚太(01876.HK)去年全年的销售预测1.7%,EBITDA预测亦下调2.4%。该行估计,集团去年第四季的自然销售下跌9.5%,自然EBITDA则下跌9.7%。
大摩又调低百威亚太今明两年EBITDA预测3%,以反映去年的基数较低,而2020年至2022年的每股盈利预测亦下调5%至6%。
不过,该行对百威亚太的长远前景仍具信心,认为其业务可受到高档的定位及多元化产品组合支持,维持集团股份目标价31元及「增持」评级。
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