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《大行報告》高盛微降青啤(00168.HK)目標價至92.4元 反映盈測下調
高盛發表報告指,青啤(00168.HK)第三季銷售按年跌4.6%至94億元人民幣,純利按年升5%至15億元人民幣,符合預期;第三季毛利率按年擴張3.3個百分點至33.7%,勝於預期,主要是產品組合改善,令平均售價增長較預期快。同時該行預料,第四季增長加速超越低基數,同時受惠節日推動。 該行表示,將公司在2023年至26年盈利預測下調0.3%至0.4%,並預料今年全年收入錄得按年7.1%的升幅,受惠銷售升0.6%及平均售價增長6.5%,帶動全年純利料升20%。將其目標價由92.8元微降至92.4元,維持其評級為「買入」。(ca/s) ~
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