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《大行报告》高盛降海底捞(06862.HK)目标价至56元 评级「中性」
阿思达克 03-26 13:47
高盛发表研究报告,引述海底捞(06862.HK)管理层称,将专注增加餐厅密度,扩大地域覆盖,提升到店体验及服务,强化创新及科技系统,以及留意并购机遇。

受累地区疫情影响及早前进取开店,考虑首两个月转台率复苏维持疲弱,该行相信管理层旨在就店铺扩张及转台率改善/店铺盈利能力之间取得平衡。该行下调海底捞2021至2023年纯利预测1%至6%,反映近期开店速度但转台率及毛利率放缓影响。在转台率复苏波动及催化剂有限下,高盛维持予其「中性」评级,目标价由57元降至56元。

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