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《大行報告》大摩相信百威亞太(01876.HK)有約七至八成機會股價15日內將跑贏行業
阿思達克 03-04 11:13
摩根士丹利發表研究報告,預測百威亞太(01876.HK)的股價在未來15日內,有約70%至80%機率會跑贏行業,主要由於投資者近期過度看淡,為其估值帶來短期吸引力。 該行解釋,百威亞太上月底公布截至去年12月底全年業績,表現符合預期,但當日其股價收市跌7%,與當日恆指表現持平,預期主要是百威亞太自2月29日起從MSCI香港指數中剔除後指數調整的影響。 大摩又指,去年度業績反映出百威於中國市場的高端化發展趨勢依然良好,面對行業激烈競爭仍在南韓市場維持核心份額,加上其派息比率有所提高,認為股價仍有上升空間,給予「增持」評級,目標價18.6元。
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