《大行報告》美銀證券上調海底撈(06862.HK)目標價至19.8元 評級「中性」
美銀證券發表報告表示,海底撈(06862.HK)透露將會考慮重開在「啄木鳥計劃」下關閉及暫時停業的餐廳,該行視此為公司逐步改善的跡象,並相信公司會持審慎的擴張方式,實現健康增長。
該行預計,公司7月份翻檯率按年增15%,當中內地則按年增10%,更相信8月業務復甦表現優於7月,除非有任何重大封城。該行料公司下半年收入增20%,而隨著門店經濟優化、經營槓桿和新店盈利能力進一步改善,下半年淨利潤率或恢復中至高單位數。
該行將其目標價由16.7元上調至19.8元,重申「中性」評級。(ca/s)
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