大行評級|傑富瑞:下調百威亞太目標價至18.7港元 維持“買入”評級
傑富瑞發表研究報吿,引述百威亞太管理層稱,由於去年上半年內地重新開放,料次季行業在中國市場將再面臨高基數;且惡劣天氣亦影響了華南地區。同時,管理層對於韓國市場的利潤率前景仍然充滿信心。傑富瑞預期百威亞太次季錄正常化EBITDA約5.84億美元,意味錄1%自然增長,而銷售額料降2.8%。該行又將集團目標價由21.2港元下調至18.7港元,維持“買入”評級。該行又分別下調集團2024至2026年各年盈測分別11%、7%、6%,以反映被下調的銷售預測及利潤擴張估算,又預計隨着基數效應減退,集團的業務表現將會在下半年有所改善。
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