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《大行報告》建銀國際降百威亞太(01876.HK)目標價至14.8元 上季銷量增長比預期弱
阿思達克 01-23 15:19
建銀國際發表報告指,百威亞太(01876.HK)去年第四季銷量較預期疲弱,將其季度收入增長預測由13%下調至6%,估計南韓銷量下跌2%,主要因爲競爭激烈、加價導致需求受壓,估計亞太東部地區平均售價上升5%,收入增長4%,亞太西部地區平均售價上升9%,收入增長7%,主要受惠低基數、產品組合提升、市場地域擴充及銷售渠道優化。中國市場銷量則下跌2%。 該行將公司去年及今年盈利預測,各下調4%,以反映去年第四季及今年的銷量假設保守,目標價由20.6元下調至14.8元,維持「跑贏大市」評級。
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