《大行報告》富瑞下調百勝中國(09987.HK)目標價至511.19元 料次季純利按年升88%至1.55億美元
富瑞發表研究報告指,百勝中國(09987.HK)將於8月1日公布今年第二季度業績,預測次季純利將按年增長88%達到1.55億美元,收入亦將增長25%至26.5億美元,整體餐廳毛利率料提升至15.6%。
考慮到人民幣兌美元走弱因素,該行將百勝中國2023至2025年純利預測下調2%至3%,目標價從529.09元降至511.19元。
富瑞表示,百勝中國增長穩定,且擁有強勁現金流,看好其股息增長及股票回購計劃可為投資者帶來回報,認為目前股價水平反映出公司正良好復甦,給予「持有」評級。
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