《大行報告》大和下調呷哺呷哺(00520.HK)目標價至9.7元 評級「買入」
大和發表研究報告指,呷哺呷哺(00520.HK)早前發盈警,預期上半年收入將按年增長約59%,虧損則將介乎4,000萬至6,000萬元人民幣,較去年同期的2.55億元人民幣收窄,當中包括計提資產減值損失約1.2億元人民幣。
該行指,虧損主要來自於上半年公司有部分門店仍受到疫情影響,主要分佈於華南、上海、湖北、湖南及華北地區,該等關閉門店佔呷哺呷哺去年度營業額比例達19%,因此將今年每股盈利預測下調72%,2022至2023年預測下調15%,目標價降至9.7元,重申「買入」評級。
公司早前宣佈因部分品牌表現未能達致預期,決定撤換行政總裁,改由創辦人兼主席賀光啓兼任行政總裁,大和認爲企業管治風險短期仍然存在。
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