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大行評級|麥格理:下調百威亞太目標價至16.4港元 次季內地業務面臨挑戰
格隆匯 07-03 15:53
麥格理髮表報吿指,由於疫情後高基數和不利的天氣影響,預計百威亞太第二季內地業務面臨挑戰,但下半年基數壓力可能會緩解。麥格理預計,第二季百威亞太的亞太地區西部銷量和平均售價可能分別萎縮7.3%和0.7%,令人失望。至於亞太東部,該行預計在韓國市場加價、產品組合改善和低基數幫助下,平均售價和銷量將分別增長6.6%和3.6%。該行將百威亞太2024至2026財年純利預測分別下調6.4%/6%/5.6%,以反映不利天氣和利潤率的影響,目標價由17港元降至16.4港元,評級“跑贏大市”。
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