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中金:下調海底撈(6862.HK)今年盈測58% 降目標價至37.8港元
格隆匯 03-26 13:36

中金公司發表研究報指出,海底撈(6862.HK)全年營收較分析師預期低2.6%,新冠疫情為公司帶來了短期的壓力,因此將公司今年淨利潤預測大幅下調58%至15億元人民幣,目標價下調16%至37.8港元,但維持“優於大市”的評級。

中金認為,海底撈仍具長期投資價值,預計明年翻枱率不再受到新冠疫情影響,開店也將加速。中金預測,海底撈2021年淨利潤約45億元人民幣,低基數下,按年增長率料達到202%。

中金報告指,海底撈今年淨利潤預測的前提假設包括:2019年底前開出的768家餐廳、今年1月份正常盈利,2-5月份虧損,6-12月份正常盈利等,而1月26日至3月11日,海底撈中國內地未提供堂食服務;3月12日部分餐廳恢復堂食服務。

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