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大行評級|高盛:下調百威亞太目標價至13.3港元 下調銷售及盈利預測
高盛發表報吿,將百威亞太目標價由14.6港元下調至13.3港元,評級“買入”。該行將其2024至2026年的銷售預測下調約4%至5%,淨利潤預測下調約9%,主要反映亞太地區西部EBITDA預測被下調約5%至6%。高盛表示,百威亞太8月1日將公佈第二季業績,預期整體自然收入將下跌7.8%,正常化EBITDA下降5.8%。全年計,預期亞太地區東部EBITDA自然按年增長26.1%,亞太地區西部EBITDA料略跌約1%。儘管該行預計百威亞太第二季中國市場將充滿挑戰,但認為公司仍在中國高端市場具堅固定位,這將推動長期高端市場增長機遇,而印度及韓國市場維持強勁勢頭。
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