《大行報告》匯豐研究上調海底撈(06862.HK)目標價至23元 評級「持有」
匯豐研究發表報告表示,即使去年下半年受到內地疫情影響,海底撈(06862.HK)內地餐廳利潤率仍由上半年的4.3%,進一步改善至12.3%,帶動去年純利達16.7億元人民幣,顯著高於該行預期。該行將其今明兩年內地業務收入預測上調分別15%及16%。
該行補充,料海底撈成本減省未必可持續,其現價相當於2024年預測市盈率之18倍,認為是合理估值。目標價由17.02元上調至23元,維持「持有」評級。
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