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《大行報告》麥格理下調百威亞太(01876.HK)目標價至30.9元 評級「跑贏大市」
阿思達克 09-27 10:33
麥格理發表報告指,由於9月份內地多個城市實施靜態管理,料百威亞太(01876.HK)第三季的內地營運溢利或低於該行早前預測,故將百威亞太今年盈利預測下調2.7%;而幸運地,在南韓業務方面,不論是銷量及平均售價等,均維持其強勁的恢復走勢,並可部分抵銷內地業務利潤下跌。 該行預料,公司第三季錄得3.5%的收入增長,惟公司營運利潤按年料跌4.4%、EBITDA則按年料跌1.9%,同時亦將公司今明兩年正常化EBITDA預測均下調3.7%,主要是因受疫情影響,內地銷量增長放慢及平均售價上升,故將其目標價由32元下調至30.9元,重申其評級為「跑贏大市」。
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