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《大行報告》麥格理降百威亞太(01876.HK)目標價至17.9元 高端化勢頭堅韌
阿思達克 03-01 10:48
麥格理發表報告指出,去年第四季收入按年內生增長8.9%,產品均價內生增長升11.2%,銷量下跌2.1%,超過該行預期。季內正常化EBITDA內生增長31%,主要由於強勁的高端化和成本舉措,該行料今年將受惠於投入成本的利好因素。為回饋股東,公司將派息率由2022年的58%,提升至去年的82%。 該行將百威亞太今明兩年的淨利潤上調0.4%及2%,認為公司高端化勢頭堅韌,對其目標價由18.6元降至17.9元,予以「跑贏大市」評級。
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