大行評級 | 摩通:維持百威亞太(1876.HK)增持評級 目標價降至26港元
格隆匯7月15日丨摩根大通發表研究報告,預測百威亞太(1876.HK)上半年銷售額將按年下跌1.1%,EBITDA按年跌4.8%,表現較其他香港上市的啤酒股弱,當中預期第二季業務按季轉差。
摩通預測,百威亞太全年銷售表現將將持平,較大多數同行遜色,但爲2023年的增長提供較低基數,維持“增持”評級。摩通並將今明兩年經調整後每股盈利由每股0.08及0.1美元,下調至0.07及0.09美元,目標價由30港元降至26港元,對應遠期企業價值對EBITDA比率約15倍。
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