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《大行》大摩降百威亞太(01876.HK)目標價至9.5元 下調今年盈測9%
阿思達克 06-27 11:35
摩根士丹利研究報告指,將百威亞太(01876.HK)全年盈利預測下調9%,以反映次季中國市場的即飲需求疲弱,影響了高端及超高端品類的表現,同時去庫存仍正進行中。該行將銷售額及經營利潤預測分別下調4%及8%,因市場環境仍然艱巨。在今年低基數下,2026至2027年的盈利預測則下調5%至6%。因此,將目標價由10元降至9.5元,予「增持」評級。
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