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《大行報告》高盛全線降內地餐飲股目標價 喜好九毛九(09922.HK)及百勝中國(09987.HK)
高盛發表報告,全線下調其內地餐飲股目標價,將其所覆蓋內地餐飲股2022年盈利預測下調7%至40%,當中假設2022年第一季同店銷售與疫情之前水平比較,保持在與去年11月至12月21日相同的水平,隨後在今年第二季或下半年溫和反彈至去年第三或第四季水平,但尚未回到去年上半年水平。 高盛指,九毛九(09922.HK)爲該行行業首選,也看好百勝中國-S(09987.HK),認爲兩者都表現出穩健的執行力和業務韌性、擴張軌道和新興的多品牌組合。該行對九毛九和百勝中國均持「買入」評級,目標價分別由31元下調至28元,和由560元下調至537元。
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