《大行報告》大摩料百威亞太(01876.HK)未來30日內股價將上升
摩根士丹利發表研究報告,預測百威亞太(01876.HK)的股價在未來30日內有70%至80%機率會上升,指出近日該股遭到沽售,令短期估值變得更具吸引力。
該行又指,百威亞太昨日公布第二季業績好過預期,股價今日卻調整5%。憧憬疫情影響消散、銷售渠道恢復正常時,內地高端啤酒市場仍具有彈性及定價能力。
大摩指,根據渠道監察,不受防疫措施影響的地區啤酒消費強勁復甦。預期公司於南韓及印度市場份額會持續提升,給予「增持」評級,目標價30元,預測2022至2024年盈利年均複合增長23%,EBITDA料年均複合增長17%。
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