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《大行報告》野村下調百勝中國(09987.HK)目標價至573.3元 評級「買入」
野村發表報告指,百勝中國(09987.HK)進取網絡擴張、非店鋪渠道營運能力增強、新興咖啡業務持續增長,對其收入增長保持樂觀,集團快速調整,令其增加外賣及包裝食物產品銷售額,以及有效減少成本和增加營運效率。野村說內地局部地區爆發疫情,減少了7月至8月的境內出行人流,野村將百勝中國目標價由606.1元降至573.3元,維持「買入」評級。 野村輕微下調百勝中國本財政年度的銷售額預測,以反映疫情的影響,但將其2022至2023財政年度的銷售額預測上調6.1%至8.6%,來反映新業務方向。
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