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《大行報告》大摩:百威亞太(01876.HK)上季純利略遜預期 受稅率較高影響
阿思達克 02-29 14:22
百威亞太(01876.HK)今日股價受壓,最新報12.66元跌6.8%。摩根士丹利發表報告表示,百威亞太去年第四季銷售優於該行及市場預期,期內EBITDA符合預期,純利則略遜於預期主要受較高稅率所影響。百威亞太在中國的表現優於中國同業,因旗下高端產品實現穩健成長。 該行指百威亞太2023財年產品平均售價增長6.2%,銷量增長4.6%。公司於2023財年中國市場銷售額增長12.8%,銷量則升4.3%(對比行業增長持平),在內地市場產品平均售價自然增長8.1%。公司2023年派每股股息5.29美仙,派息比率達82%(對比2022年每股派3.78美仙及派息比率55%)。該行予百威亞太「增持」評級及目標價18.6元。(wl/k) ~
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