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大和:予呷哺呷哺(0520.HK)“買入”評級 目標價21港元
格隆匯 05-24 14:34

呷哺呷哺(0520.HK)宣佈,由於集團若干子品牌表現未能達致董事會預期,故解任趙怡作為行政總裁的職務,並任賀光啟為行政總裁,5月20日起生效

大和發表研究報吿指,集團更換行政總裁主要是由於呷哺呷哺表現差於預期,特別是在上海地區周圍的業務,集團主要策略包括提前優化和精簡資源,如人力資源和IT功能,以增強呷哺呷哺的商業模式,其中包括在未來3個月內推出內部特許經營模式。該行予其“買入”評級,目標價21港元。

大和指,由於近期股價疲弱,集團正考慮進行股票回購計劃,另外“湊湊”的管理層股權激勵計劃或會在3個月內敲定及實施。

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