《大行報告》野村上調九毛九(09922.HK)目標價至24.8元 評級「買入」
野村發表報告,儘管疫情略有惡化、防疫措施收緊且去年第一季基數較高,但九毛九(09922.HK)今年1月同店銷售表現相對穩定。該行認爲,數據表明九毛九自去年下半年以來的運營可能已觸底反彈,將其目標價由22.6元上調至24.8元,維持「買入」評級。
該行將九毛九2021和2022年的座位週轉率假設分別下調至3.5和3.6,且將2022年淨利潤預測下調8.9%,預計整體翻檯率可能會從今年第二季開始持續改善,反映防疫措施可能隨着北京冬季奧運會完結而有所緩解。
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