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《大行報告》大和:百威(01876.HK)上季錄虧損2,300萬美元因一次性稅費影響 指去年核心業績符預期
阿思達克 02-29 14:46
大和發表報告表示,百威亞太(01876.HK)今早於港股開市前公布2023年全年業績,去年純利按年跌6.7%至8.52億美元,於去年第四季錄虧損2,300萬美元,主要受一次性稅費撥備影響(該行早前報告曾指南韓海關指公司透過本地進口商,在配額以外進口產品,因此徵收額外6,700萬美元關稅)。 該行指,若百威亞太撇除上述一次性稅費撥備影響後,去年正常化淨利潤錄9.17億美元(按年升7%)、EBITDA錄20.23億美元(按年升11%),即其2023年第四季正常化EBITDA按年升31%,EBITDA利潤率按年增351個基點,指公司去年核心業績符預期。 大和指百威亞太管理層承諾,將繼續在中國市場追求高品質成長,觀察持續的高端化趨勢,並加速超級高端細分市場的擴張。該行重申對百威亞太「買入」評級及目標價17元。
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