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《大行報告》野村下調海底撈(06862.HK)目標價至89.1元 評級「買入」
阿思達克 03-03 10:08
野村發表報告指,海底撈(06862.HK)發盈警,料去年純利下跌約90%,差於該行預期的下跌62%,或包括匯兌損失2.35億元人民幣在內的下跌70%,因此調低集團去年純利預測66%。

該行表示,集團去年上半年虧損9.65億元人民幣,意味下半年轉為盈利約12億元人民幣,認為其下半年盈利僅按年減少約15%是不俗表現,因中國部分地區仍持續受到疫情影響。由於疫情繼續改善,野村預期集團今年的復甦會更快。

野村下調海底撈股份目標價,由91.3元降至89.1元,評級維持「買入」,對比2019年,預期集團今年的銷售及純利可分別增長95.2%及35.7%。

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