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《大行報告》美銀證券下調海底撈(06862.HK)目標價至28.7元 評級「中性」
阿思達克 10-27 10:24
美銀證券發表報告,將海底撈(06862.HK)2021年和2022年的每股盈測分別削減63%和40%,以反映擴張速度放緩及盈利能力下降。目標價由34元下調至28.7元,重申「中性」評級。 報告指,根據該行渠道調查,海底撈有可能在年底前暫停營運100至150間虧損門店,佔門店總數的6%至9%。儘管暫停營業而不是直接關閉門店可能無法提供即時效果,但仍認爲是提高翻桌率和降低損失的第一步,預計明年將出現同店銷售增長和更好的盈利能力。 另外,該行指海底撈在第三季度開設了約80間門店,第四季度可能會進一步放緩,因爲公司目前重點是改善現有門店表現。
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