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《大行報告》大和升百勝中國(09987.HK)評級至「買入」 目標價下調至467.4元
阿思達克 02-11 13:43
大和發表報告,將百勝中國(09987.HK)的評級從「跑贏大市」上調至「買入」,目標價就由544.5元下調至467.4元,以反映整個行業降級和同店銷售復甦的不確定性。另將2022年至2023年的每股盈利預測下調0.4%至7%。 報告指,在今年,百勝中國管理層計劃結束其東方既白業務;目標是凈開1,000至1,200間門店,資本支出為8至10億美元,加速對供應鏈、基礎設施和數字的投資;預計商品成本和工資通脹率分別為低至中個位數和中至高個位數的百分比水平。
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