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《大行報告》野村:海底撈(06862.HK)盈利能力較預期佳 維持「中性」評級
野村發表研究報告指,海底撈(06862.HK)日前發布盈利預喜,盈利能力理想,去年度淨利潤預期遠遠超出該行及市場預期,主要是由於下半年經營情況有所改善。 野村預期,去年下半年海底撈經調整淨利潤率或恢復至2020年下半年水平,恢復得較預期快,相信有助於提振股份情緒,期望管理層可於業績電話會議上透露更多細節,包括去年下半年成本管理措施的細節,以及今年門店擴張計劃。 該行表示,目前仍需要更多細節去評估海底撈利潤率改善的可持續性,因此維持「中性」評級及17.5元目標價不變,繼續將九毛九(09922.HK)列為行業首選。
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