《大行報告》大摩下調百威亞太(01876.HK)目標價至27元 評級「增持」
大摩發表評級報告,受惠渠道重開,百威亞太(01876.HK)次季高端及超高端產品銷量增長達25%左右,管理層留意到高端化於內地各級城市持續發展,並在主要據點的表現符合內地整體經濟表現。至於下半年,集團集中擴大其高端及超高端產品的覆蓋範圍及渠道,包括家庭及中餐廳。此外,集團將繼續在南韓保持其有效的商業投資。
該行指,原材料成本降低及數碼化應有助改善下半年利潤率。該行將集團在2023年至25年盈利預測下調2%至3%,並將其目標價由28元下調至27元,維持「增持」評級。(ca/u)
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