中金:百威亚太(01876)首季业绩符预期 全年业绩有望逐季企稳

智通财经
May 06

智通财经APP获悉,中金公司发布研报称,百威亚太(01876)首季总销量同比增长0.1%,收入同比减少0.7%,平均售价同比下跌0.8%,EBITDA同比下跌8.1%;业绩符合该行预期。随着中国销量降幅收窄、印度持续强势、韩国份额改善,该行认为,全年业绩有望逐季企稳。考虑到公司或适度加大投入,该行下调2026年及2027年EBITDA预测各3%,至15.44亿美元及15.87亿美元。因股息率托底,维持百威亚太目标价9.8港元及“跑赢行业”评级。

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