《大行報告》大和首予海倫司(09869.HK)「買入」評級 內地最大酒吧連鎖加快網絡擴張
大和發表報告,首予海倫司(09869.HK)「買入」評級,目標價21元。該行指,海倫司為內地最大酒吧集團,即使市場分散,海倫司利用其標準化的商業模式,成為捕捉不斷增長的酒吧場景消費需求的先驅。
大和認為,在9月招股後海倫司加速網絡擴張,預計2020至2023年能夠實現強勁的盈利增長。預計在中國疫情下,去槓桿化初步影響將在短期內升級。
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