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大行評級|建銀國際:下調百威亞太目標價至11.5港元 評級降至“中性”
格隆匯 05-09 13:57

建銀國際發表研究報吿指,百威亞太2024年首季業績大致符合預期,料次季銷售將温和回升,預計在銷量增長1.2%和平均售價提高2.2%的推動下,百威亞太2024年次季收入將增長3.4%。儘管銷售增長逐漸回升,但由於高檔化進度慢過預期且消費低迷,該行將2024年次季平均售價及銷售增長預測從中個位數下調至低個位數。

建銀國際分別下調其2024年及2025年EBITDA預測2%及4%,主要考慮到在市場需求疲弱和高檔化進度慢過預期的情況下,下調2024財年平均售價和銷量增長。該行將公司目標價由14.8港元下調至11.5港元,評級由“跑贏大市”降至“中性”。

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