《大行報告》摩通降百威亞太(01876.HK)評級至「中性」 目標價下調至18元
摩通發表研究報告指,維持對百威亞太(01876.HK)長遠前景的正面看法,惟對其內地業務憂慮加劇。假設內地通關步伐放緩,且投入成本下降對利潤率的敏感度下降,該行預計,集團第三季的銷售額及EBITDA將按年分別下降4%及12%。
該行料百威2022年度的銷售額及EBITDA將分別下降3%和4%,遜於對青島啤酒(00168.HK)和華潤啤酒(00291.HK)同期預測,將目標價由26元下調18元,評級由「增持」下調至「中性」。
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