《大行報告》中金:看好社服消費後續進一步恢復 升九毛九(09922.HK)、海底撈(06862.HK)、呷哺呷哺(00520.HK)及中國中免(01880.HK)目標價
中金發表報告指,春節假期內地旅遊人次和收入恢復創疫後新高,免稅、優質目的地等局部亮點突出。總體而言,內地感染快速達峰後呈現較海外更快復甦速度、勢頭良好,並看好社服消費後續進一步向疫前水平恢復。
該行提到,旅遊方面,創疫後春節假期新高,較疫前仍有一定復甦空間。消費意願快速回暖下,量價均有較好恢復。優質旅遊目的地恢復領先;優質龍頭受益於競爭力強化、開源節流,或錄得更快更好復甦。出入境遊復甦曙光初現;預計在低基數下逐步回升。免稅業務方面,內地客流回暖、客單價穩中有升,春節離島免稅銷售額創歷史新高。
該行將九毛九(09922.HK)目標價由22.6元上調至25.6元,維持評級「跑贏行業」,海底撈(06862.HK)目標價亦由19元上調至21元,維持評級「跑贏行業」,呷哺呷哺(00520.HK)目標價由6.7元升至8.3元,並維持評級「中性」、以及中國中免(01880.HK)目標價由230元升至318元,評級維持「跑贏行業」。(ca/k)
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