《大行報告》大和上調周黑鴨(01458.HK)目標價至13元 評級「買入」
大和發表報告指,相信周黑鴨(01458.HK)受惠提高生產設施利用率和加速擴張門店網絡,其營業利潤率可以比市場預期的擴張速度快,目標價由11元上調至13元 ,評級「買入」。
大和指,管理層在投資者會議上表示,對今年實現800至1,000家新店的目標持樂觀態度,有望在2023年前實現4,000至5,000間門店的開店目標,並增加更多社區門店,以滿足長期的線上到線下市場機會。管理層亦提到,雖然原材料成本不斷上升,仍預計在今年生產成本能夠因供應鏈改善而按年下降。
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