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《大行報告》中金上調海底撈(06862.HK)目標價至19元 評級「跑贏行業」
阿思達克 09-05 11:11
中金髮表報告表示,海底撈(06862.HK)上半年收入按年跌16.6%至167.6億元人民幣,歸屬淨虧損2.66億元,主要是在「啄木鳥」改革計劃下,部分餐廳關閉及暫停營業,以及疫情反彈等影響,令長期資產處置及減值準備,出現一次性虧損3.08億元人民幣,而其業績表現大致上符合早前發出盈警預告, 該行預料,海底撈7月份整體餐桌週轉率按年增約15%,較其他店鋪相比,其餐桌週轉率按年增約4%;監於疫情復甦及店鋪營運改善,公司料推出「硬骨頭」計劃,並考慮重新開放一些在「啄木鳥」計劃下關閉的門店,中金認爲此反映管理層對進行業務調整感信心,亦建議關注「啄木鳥」計劃的進展。 中金將海底撈今年核心盈利預測由8,400萬元人民幣上調至1.62億元人民幣,明年則上調26%至23.2億元人民幣,並其目標價上調至19元,相當於2023財年市盈率39倍,有9%上行空間,維持「跑贏行業」評級。(ca/w) ~
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