《大行報告》高盛料內地餐飲股明年上半年仍面對疫情影響 普降目標價 首選九毛九
高盛發表報告,預料疫情將繼續在明年上半年影響內地餐飲股,下調餐飲股盈利預測和目標價。該行認爲,九毛九(09922.HK)繼續表現出領先的同店銷售的趨勢和按計劃進行的擴張,重申其「買入」評級,並列入「確信買入」名單,不過目標價由35元下調至31元。
百勝中國(09987.HK)(YUMC.US)在較早時的業績發佈會上強調了其短期風險,但該行對其質量增長和加速門店擴張目標保持樂觀,門店回報水平健康。該行對百勝中國持「買入」評級,目標價560元。
高盛計及海底撈(06862.HK)早前宣佈的300家門店關閉,並預計其放緩擴張,直到業務恢復到更正常的水平。該行將其目標價由27元下調至21元,評級「中性」。由於關連方銷售下降,高盛將頤海國際(01579.HK)今年至2025年間的銷售預測下調了3%至10%,同期純利預測降4%至8%,該行將頤海國際目標價由39元下調至36元,評級「沽售」。
高盛說,考慮呷哺呷哺(00520.HK)品牌復甦緩慢,同店銷售增長及毛利復甦放慢,將其今明兩年純利預測分別降42%及21%,目標價由8元下調至6.9元,評級「中性」。
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