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港股異動 | 百勝中國-S跌5% 績後遭多家大行下調目標價
格隆匯5月6日丨百勝中國-S(9987.HK)盤中跌5.74%,報311.8港元,總市值1310億港元。公司5月4日發佈2022年第一季度業績,實現收入26.7 億美元,同比增長4%;經調整經營利潤1.93億美元,同比下降44%;經調整淨利潤1.02億美元,同比下降56%。公司預計2Q22將出現經營虧損。富瑞指,封城措施繼續影響百勝中國今年第二季的表現,估計將虧損約1.17億美元,決定下調目標價11%至459.16港元,但維持“買入”評級不變;摩通指,百勝中國首季系統銷售及經調整盈利按年分別跌4%及56%,當中3月份自2016年以來首次錄得虧損,預計第二季將錄得更大虧損,因為更多城市開始實施封城,維持其“增持”評級,美股目標價由58美元下調3.4%至56美元;野村指,公司今年首季收入按年微升4%至26.7億美元,即使同店銷售由去年第四季按年下跌11%,持續收窄至今年1月至2月按年下跌4%,但其跌幅於3月份擴大至20%以上,該行將其目標價由411港元下調至386.2港元,維持其評級為“買入”。花旗指,公司預期除非5月及6月情況顯着改善,否則第二季料將出現經營虧損,估計其股份短期會因此承壓,將目標價由470港元降至456港元,維持“買入”評級。

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