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《大行报告》野村下调海底捞(06862.HK)目标价至89.1元 评级「买入」
阿思达克 03-03 10:08
野村发表报告指,海底捞(06862.HK)发盈警,料去年纯利下跌约90%,差於该行预期的下跌62%,或包括汇兑损失2.35亿元人民币在内的下跌70%,因此调低集团去年纯利预测66%。

该行表示,集团去年上半年亏损9.65亿元人民币,意味下半年转为盈利约12亿元人民币,认为其下半年盈利仅按年减少约15%是不俗表现,因中国部分地区仍持续受到疫情影响。由於疫情继续改善,野村预期集团今年的复苏会更快。

野村下调海底捞股份目标价,由91.3元降至89.1元,评级维持「买入」,对比2019年,预期集团今年的销售及纯利可分别增长95.2%及35.7%。

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