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《大行報告》麥格理下調大家樂(00341.HK)目標價至13元 評級「跑贏大市」
阿思達克 06-24 10:12
麥格理發表評級報告指,自港府於4月底取消晚市堂食禁令後,大家樂(00341.HK)及其他餐飲品牌的銷售持續回升。內地方面,今年4、5月受疫情打擊,但隨著堂食恢復,該行料6月銷售將按月回升。 該行預料,大家樂會透過靈活調整菜單策略及戰略性加價,來抵銷原材料成本上漲的壓力;集團去年11月將部分單品價格稍微上調低單位數的百分比,管理層稱於今年稍後時間或會選擇性加價。 該行將集團明年及2024年的純利預測下調28.2%及6.8%,以反映新冠疫情不穩定的走勢及該行對復甦預期;並將其目標價由19.5元下調至13元,重申其評級為「跑贏大市」。(ca/u) ~
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