《大行報告》里昂上調百威亞太(01876.HK)目標價至27.3元 評級「跑贏大市」
里昂發表報告指,百威亞太(01876.HK)具有良好的營銷策略,精釀啤酒在內的高端啤酒的毛利率貢獻是其收入貢獻的1.5倍以上。該行認為,其即飲渠道(on-trade channel)是擴大利潤率的關鍵途徑。內地重新開放亦促使該行上調銷量增長預測,將目標價從23.2元上調至27.3元,維持「跑贏大市」評級。
該行表示,看到內地的高線城市首先放寬防疫政策,而廣州市放寬後,料其他城市亦會迅速跟隨,內地加快重新開放意味著更高的貿易量增長和利潤率擴張。
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