智通财经APP获悉,百威亚太(01876)回落逾4%,截至发稿,跌4.04%,报8.55港元,成交额7231.9万港元。
消息面上,近日,百威亚太公布业绩,2024财政年度收入62.46亿美元,按年内生减少7%,或按呈报基准计减少8.9%;股东应占溢利7.26亿美元,或按呈报基准计按年跌14.8%。2024年销量84.8亿升啤酒,按年内生减少8.8%,或按呈报基准计减少8.6%。董事会已建议派付7.5亿美元股息或每股5.66美仙,较上一年增加7%。
高盛发布研报称,将集团在2025年至2026年销售预测微调于1%内,并将期内毛利率预测下调,同时将其纯利预测微调于1%内。该行表示,百威亚太专注于家用消费渗透及高端化,以扩张市占;而股东回报亦是支柱。该行指出,自2024财年业绩发表后,百威亚太股价反应正面。集团表示,今年将优先考虑中国地区份额增长及营业额增长,又指透过提高定价及效率,进一步提升韩国盈利能力。且公司留意到在控制出货量后,农历新年期间零售额保持稳定及库存水平良好,相信品牌策略和市场路线是今年的关键。
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