高盛：维持百威亚太(01876)买入”评级 目标价13.3港元
高盛发表研报称，由于内地的销量疲软，高盛将百威亚太(01876)2024至26年销售预测下调2%，但也可能被韩国及印度的稳健销售势头抵消。该行维持百威亚太目标价13.3港元及“买入”评级。
高盛称，百威亚太次季业绩符合预期，当中内地市场面临行业疲软、不利天气及宏观环境的挑战。但管理层称进入7月后，天气的影响已逐渐淡去，下半年的基数也更容易，只是消费者信心仍有待观察。而韩国及印度市场则表现强劲。管理层又指，目标今年派息比率不低于去年。
该行又微调2024至26年的EBITDA预测不足1%。展望第三及第四季，该行预计有机销售增长(organic growth sales)将渐步改善，分别为-0.4%及0.3%;EBITDA增长则分别为4.9%及13%。
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