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《大行報告》大摩上調百威亞太(01876.HK)目標價至32元 評級「增持」
阿思達克 05-07 09:50
摩根士丹利發表研究報告指百威亞太(01876.HK)首季於各市場皆提升市場份額,主因高端品牌的增長,高端化趨勢提升產品組合與加價、和銷量持續復甦可帶動進一步改善,重申「增持」評級,目標價由31元升至32元。

該行指,公司業績反映其高端品牌策略的執行力,預期增長動力將持續,因公司將繼續投資在推廣和品牌投資。管理層亦有信心在內地市場未來高端品牌策略可以持續,包括進一步市場滲透、增加銷售點、多元化的銷售組合。至於韓國方面,雖然在疫情下,但仍錄市佔率增長和定價上升。

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