You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》中金:旅遊酒店及餐飲中長期空間可觀 推薦中國中免(01880.HK)及百勝中國(09987.HK)等
中金髮表報告,指短期而言,旅遊酒店及餐飲行業數據恢復仍存壓力,復甦路徑或曲折向好。中長期行業有望重拾增速,龍頭持續擴店提升市場份額,基本面修復仍能支撐較爲可觀的股價彈性空間。 報告指,大部分酒店餐飲龍頭在疫情期間實現了一定程度的逆勢擴店,預計華住(01179.HK)(HTHT.US)、肯德基、太二、海倫司(09869.HK)2020年至2022年合計淨開店數量分別約2,857間、2,456間、324間、545間,疫後龍頭仍能憑藉更優的產品力、營運力、品牌力持續擴店、提升市場份額。 中金建議,後續結合業績兌現確定性和股價彈性空間選股,可關注兩類機會,其一是長期邏輯較清晰、確定性較強、兼具一定防禦性和一定彈性的標的,推薦華住酒店、中國中免(01880.HK)、百勝中國(09987.HK)(YUMC.HK)、九毛九(09922.hk)等。 其二是行業迎來明顯復甦階段、前期業績受損較明顯或估值受壓制的優質龍頭具備業績或估值修復的空間,推薦海倫司、復星旅遊文化(01992.HK)等。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account