《大行報告》高盛上調百威亞太(01876.HK)目標價至30元 評級「買入」
高盛發表報告指,對百威亞太(01876.HK)於中國高檔板塊的第一品牌定位看法維持正面,因集團有強大的地域擴展策略,加上豐富的品牌組合可推動強勁復甦及持續增長。
展望未來,高盛看到百威亞太有更多正面因素,並相信去年第四季業績為其低谷水平。該行上調百威亞太目標價,由29元升至30元,相當預測2026財年市盈率31倍,維持「買入」評級。
該行調升百威亞太今年至2025年盈利預測1%至3%,反映重新開放後優於預期的復甦勢頭,令產品均價及亞太區西部的EBITDA上升。
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