摩根士丹利研究报告指，将百威亚太全年盈利预测下调9%，以反映次季中国市场的即饮需求疲弱，影响了高端及超高端品类的表现，同时去库存仍正进行中。该行将销售额及经营利润预测分别下调4%及8%，因市场环境仍然艰巨；在今年低基数下，2026至2027年的盈利预测则下调5%至6%。该行将其目标价由10港元下调至9.5港元，予“增持”评级。
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