《大行报告》大摩上调百威亚太(01876.HK)目标价至32元 评级「增持」
摩根士丹利发表研究报告指百威亚太(01876.HK)首季於各市场皆提升市场份额,主因高端品牌的增长,高端化趋势提升产品组合与加价、和销量持续复苏可带动进一步改善,重申「增持」评级,目标价由31元升至32元。
该行指,公司业绩反映其高端品牌策略的执行力,预期增长动力将持续,因公司将继续投资在推广和品牌投资。管理层亦有信心在内地市场未来高端品牌策略可以持续,包括进一步市场渗透、增加销售点、多元化的销售组合。至於韩国方面,虽然在疫情下,但仍录市占率增长和定价上升。
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