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《大行報告》高盛:百威亞太(01876.HK)核心產品提價成為短期正面催化劑
阿思達克 10-06 09:42
高盛發表報告指,據南韓傳媒報道,百威亞太(01876.HK)南韓附屬公司Oriental Brewery旗下主要品牌,包括Cass及Hanmac等將於本月11日起加價,平均加幅6.9%,主要是因應原材料成本上升、油價上升令物流開支增加,而高端品牌在今年4月已加價9.1%。公司強調,在南韓家庭最暢銷的罐裝500毫升Cass不會加價,以免增加消費者負擔。同業真露及樂天七星就表示,在確定成本上升前,暫時無計劃跟隨加價。 早前市場估計南韓附屬公司今年不會加價,高盛相信加價是百威亞太短期的正面催化劑,不過管理層預期,在真露慶祝一百周年紀念前,市場競爭仍然激烈,該行維持百威亞太目標價23.8元,評級「買入」。
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