大行每日評級 | 大摩看好高鑫零售，料其股價30日內將升
摩根士丹利：相信高鑫零售(06808.HK)股價30日內將升，評級與大市同步摩根士丹利發表研究報告，預期高鑫零售(06808.HK)的股價在未來30日內有70％至80％機率會上升，評級爲與大市同步。大摩指出，隨着多個城市宣佈不鼓勵市民外出，越來越多餐廳暫時停業，超市需求持續增加，雖高鑫暫時關閉10多家門店，約佔門店總數的2%，其線下客流量也可能受到疫情負面影響，但相信爲業務貢獻50%的華東地區門店需求仍然強勁。根據估算，高鑫現價水平爲2023年預測市盈率的約16倍，僅爲疫情前水平的55%，考慮到需求暫時改善認爲風險回報偏向上行，給予目標價3.9港元，低於其歷史平均水平，原因爲競爭加劇可能會令盈利能力受壓。
高盛：下調普拉達(01913.HK)目標價至59港元 評級買入高盛發研報指，將普拉達(01913.HK)目標價由63.4港元下調至59港元，降幅約7%，符合該行對其長期自由現金流預期，新目標價意味有約56%上漲空間，故維持評級爲買入。集團在2021財年息稅前利潤爲4.89億歐元，超出該行早前預測；即使近數星期部分市場如中國和俄羅斯出現波動，惟普拉達對2022年仍有信心，重申公司中長期目標爲45億歐元收入及約20%的息稅前利潤率。該行提高集團在2022財年息稅前利潤率預測，由16.2%上調至16.7%，以反映2021年基數更高，並對集團長期息稅前利潤率預測大致維持不變。
野村：下調百勝中國(09987.HK)目標價至411港元 評級買入野村稱，百勝在餐廳同行中擁有最高的外賣能力，2021財年肯德基及必勝客的場外銷售佔比約爲60%及43%，故相信即使收到防疫措施影響，仍能錄得銷售。至於遭美國列入預定摘牌名單，雖然投資者擔心百勝在美股及港股交易量有差異，然而，若百勝將其港股改爲第一上市，將有資格進行南向交易港股通，或會改善交易。百勝目標2022年淨增加1,000間至1,200間新店，料可部分抵銷同店銷售疲軟，尤其2022年下半年。野村基於更保守的同店銷售假設，將百勝2022年及2023年淨利潤降低5%至5.4%，將百勝目標價由454.5港元調低至411港元，重申評級買入。
美銀證券：將Meta Platforms(FB.O)目標價下調至290美元，重申買入評級美銀分析師Justin Post發表研報表示，由於Meta Platforms(FB.O)的廣告業務對俄羅斯廣告商的敞口僅爲1.5%，俄烏局勢將對Meta的廣告銷售產生“溫和影響”，因此將該股目標價由330美元下調至290美元，重申買入評級。Post表示，Meta還擁有多個利好因素，例如Instagram推出了新產品Reels，這可能增加用戶對Instagram和Facebook的使用量，並且，Meta目前已經克服了與蘋果廣告標識符(IDFA)相關的不利因素，影響可能會在秋季減弱。不過，Post表示，將Meta第一季度和全年的營收預期分別下調1.5%和3%，並警告稱，衝突的持續時間是一個因素，這對營收的影響是不穩定的。
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