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《大行報告》麥格理升海底撈(06862.HK)評級至「跑贏大市」 目標價上調至21元
阿思達克 07-18 10:20
麥格理發表報告,預料海底撈(06862.HK)上半年利潤增長高於收入,受惠於持續成本節省及餐桌周轉率改善。該行認為,今年直接加價機會不大,主要是消費環境疲弱,惟今年毛利率或會大致上平穩,因主要的原材料價格按年持平。 該行料,公司下半年同店銷售增長將出現波動,並僅節日假期和長周末才會表現優勝。該行表示,將公司今年及明年盈利預測上調25.8%及31.4%,並將其目標價上調11%至21元,此相當預測2024年市盈率30倍,將投資評級由「跑輸大市」升至「跑贏大市」。(ca/w) ~
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