百威亚太盈利增长受限，星展下调目标股价至21.6港元

和讯网03-04

星展近期发布报告，对百威亚太的业绩进行了细致分析。报告中提到，百威亚太在中国市场的表现亮眼，上季度平均售价同比增长14.7%，同时公司计划在2023财年将高端及超高端品牌的分销网络分别扩展至220个和63个城市，力争在2024财年达到235个和70个城市。星展认为，百威亚太的地理扩张和产品升级策略将推动亚太区西部的均价在2024财年实现中个位数增长，尽管预期中国总销量将保持稳定。星展对百威亚太的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2416160591?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-03-04 15:42","share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","id":"2416160591","market":"sh","top_or_hot":-1,"title":"百威亚太盈利增长受限，星展下调目标股价至21.6港元","media":"和讯网","content":"<div>\n<p>星展近期发布报告，对百威亚太的业绩进行了细致分析。报告中提到，百威亚太在中国市场的表现亮眼，上季度平均售价同比增长14.7%，同时公司计划在2023财年将高端及超高端品牌的分销网络分别扩展至220个和63个城市，力争在2024财年达到235个和70个城市。星展认为，百威亚太的地理扩张和产品升级策略将推动亚太区西部的均价在2024财年实现中个位数增长，尽管预期中国总销量将保持稳定。 星展对百威亚太的...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20240304/c655561010.shtml\">网页链接</a>\n\n</div>\n","source":"tonghuashun","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百威亚太盈利增长受限，星展下调目标股价至21.6港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百威亚太盈利增长受限，星展下调目标股价至21.6港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-04 15:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/hks/20240304/c655561010.shtml><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>星展近期发布报告，对百威亚太的业绩进行了细致分析。报告中提到，百威亚太在中国市场的表现亮眼，上季度平均售价同比增长14.7%，同时公司计划在2023财年将高端及超高端品牌的分销网络分别扩展至220个和63个城市，力争在2024财年达到235个和70个城市。星展认为，百威亚太的地理扩张和产品升级策略将推动亚太区西部的均价在2024财年实现中个位数增长，尽管预期中国总销量将保持稳定。 星展对百威亚太的...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20240304/c655561010.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999004220.SGD","symbol_name":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","start_time":0,"source_url":"http://stock.10jqka.com.cn/hks/20240304/c655561010.shtml","article_id":"2416160591","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2416160591","pubTimestamp":1709538166,"sourceInfo":{"source_id":"tonghuashun","name":"同花顺"},"weMediaInfo":null,"summary":"星展近期发布报告，对百威亚太的业绩进行了细致分析。报告中提到，百威亚太在中国市场的表现亮眼，上季度平均售价同比增长14.7%，同时公司计划在2023财年将高端及超高端品牌的分销网络分别 ...","collect":0,"end_time":0,"defaultTopTitle":"10jqka.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","D05.SI":"星展集团控股","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","BK6112":"综合性银行","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","SG9999002620.SGD":"LionGlobal South East Asia SGD","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","BK6516":"银行与投资服务概念","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999013478.USD":"利安新加坡股息基金","BK6523":"ESG概念","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0048573645.USD":"富达东盟基金","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD"},"translate_title":"Budweiser Asia Pacific profit growth is limited, and DBS lowered its target share price to HK $21.6","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"D05.SI":1},"content_text":"星展近期发布报告，对百威亚太的业绩进行了细致分析。报告中提到，百威亚太在中国市场的表现亮眼，上季度平均售价同比增长14.7%，同时公司计划在2023财年将高端及超高端品牌的分销网络分别扩展至220个和63个城市，力争在2024财年达到235个和70个城市。星展认为，百威亚太的地理扩张和产品升级策略将推动亚太区西部的均价在2024财年实现中个位数增长，尽管预期中国总销量将保持稳定。 星展对百威亚太的未来盈利前景持谨慎乐观态度。报告中指出，公司预计在2024财年的毛利率将提高0.7个百分点，主要得益于均价的增长和大麦价格的预期下降。然而，报告也下调了百威亚太2024及2025财年的盈利预测，分别减少了3%和4%。尽管如此，星展仍然给予百威亚太“买入”评级，并将其目标股价从22.8港元小幅下调至21.6港元。这表明分析师对百威亚太的长期前景依然持正面态度，尽管短期内可能面临一些盈利增长的挑战。投资者在考虑投资决策时，应密切关注公司的市场扩张策略和成本控制能力。\n关注同花顺财经（ths518），获取更多机会","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2416160591"}