【高盛:百威亚太去年EBITDA略超预期 派息有惊喜】金十数据2月26日讯,高盛发表报告表示,百威亚太(01876.HK)2024财年自然销售额、EBITDA按年分别下降7%、6.3%,相较于高盛预测的按年下降7.4%、8.6%,以及市场预测按年下降7.1%、8%略好。该行指,百威旗下亚太西部地区第四季度收入按年下降17%,EBITDA按年下降20.4%,比高盛预测的销售额下降18.7%和EBITDA下降42.1%要好。中国地区在2024年第四季度收入按年下降20.1%,EBITDA按年下降19.9%,受销量/平均售价下降18.9%及1.4%所影响,与高盛预测的销售额下降19.6%一致,但优于高盛预测的EBITDA下降44%。百威亚太派息带来意外惊喜,2024年派息比率达到103%,高于2023年的82%,股息支付按年增长7%。该行维持对百威亚太买入评级,目标价9.4港元。
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