《大行报告》大摩升海底捞(06862.HK)评级至「增持」 目标价下调至55元
摩根士丹利发表报告表示,撇除对海底捞(06862.HK)短期忧虑外,其月度业务复苏、消费者信心及投资机会具有吸引力,预期至2025年其店铺数目将增至3,273间,而价值市占率为13%,料2021至2025年度收益及盈利年复合增长率分别为25%及32%。
该行下调海底捞2021至2023年度盈利预测,以及将2022年度预测市盈率由36倍升至39倍,目标价由56元降至55元,评级则由「与大市同步」升至「增持」。
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