大行評級|傑富瑞:下調百威亞太目標價至13港元 下調2024至26財年盈測
傑富瑞發表研報指,預計百威亞太今年第三季度正常化EBITDA將為5.61億美元,利潤率將為30.9%。該行預期,亞太西部今年第三季度的銷售額將下跌6.9%,銷量下跌4%,平均售價下跌3%;韓國市場銷售額將增長11.7%,銷量增長2%,平均售價增長10%。該行亦預期,百威亞太的銷售增長將趨向正常化。另外,富瑞亦將百威亞太2024至2026財年的淨利潤預測,分別下調5%、7%及8%;銷售額分別下調3%、5%及5%。並預期公司在派息比率及絕對金額方面會維持慷慨的態度。該行將百威亞太目標價由16.7港元下調至13港元,維持“買入”評級。
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