智通财经APP获悉，大和发布研报称，维持百威亚太(01876)“买入”评级，目标价由9.85港元上调至10港元，将公司2025年至2026年每股盈测下调5%至7%。该行指，公司第四季业绩最大惊喜是，即使净利润同比跌15%，但其派息比率同比升7%，达7.5亿美元，整体派息比率由2023年的82%升至103%。管理层重申其目标是在未来维持或增加股息派发金额。
大和指，百威亚太管理层对获取市场份额及对中国传统非消费渠道高端化，拥有强大的信心，这受惠于哈尔滨品牌的强劲发展势头以及百威品牌的交叉销售。鉴于集团在家庭渠道的市占率严重被低估，该行认为对公司来说，这是一个唾手可得的机会，但对其他中国本地公司来说却是一个威胁。
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