《大行報告》瑞銀上調海底撈(06862.HK)目標價至21.8元 評級「中性」
瑞銀發表研究報告指,海底撈(06862.HK)去年收入預期將不少於346億元人民幣,按年跌不超過15.8%,意味著去年下半年收入按年跌不超過15%。雖然收入減少,但公司仍預期會扭虧為盈,錄得淨利潤不少於13億元人民幣,即去年下半年貢獻淨利潤不少於15.67億元人民幣,淨利潤率達到約8.8%。
該行指出,疫情因素及公司實施「啄木鳥」計劃,去年1月至8月期間餐廳停運及客戶減少,收入因此受壓,但在「啄木鳥」計劃推動下餐廳效率提升,加上下半年疫情影響緩解,為淨利潤帶來支持。
瑞銀根據現金流量折現法,將目標價從20元上調至21.8元,評級為「中性」。
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