《大行報告》匯豐研究下調百威亞太(01876.HK)目標價至29元 評級「買入」
匯豐研究發表報告,下調百威亞太(01876.HK)目標價由30元至29元,評級「買入」。
報告指,疫情對百威亞太首季的境內啤酒銷售產生不利影響。近期吉林和上海的疫情影響3月的餐飲和夜店銷售渠道,而缺乏堂食亦影響了公司在沿海地區的銷售,預測首季境內銷售量將出現中單位數的下降。鑒於去年年底和今年年初的漲價,料次季啤酒的平均價格將按年增長低單位數。
匯豐研究認為,如果疫情能在夏季得到控制,啤酒公司有可能在夏季銷售高峰期彌補部分銷售量。考慮到疫情影響,將百威亞太今明兩年的收入預期分別下調3.1%,並對今年的淨利潤預期降低5.1%,明年淨利潤預期降低2.7%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.