《大行報告》招商證券下調海底撈(06862.HK)目標價至24.8元 評級「增持」
招商證券發表報告指,海底撈(06862.HK)上半年業績與之前盈利預警一致。該行將2023財年每股盈利預測上調25.5%,明後年預測則各下調5.6%和5.3%,以反映今年上半年盈利好過預期以及較低的新餐廳開業假設。目標價由25.5元下調至24.8元,維持「增持」評級。
報告指,雖然海底撈沒有給出下半年新開餐廳的目標,但表示其將對新開餐廳採取靈活的態度,新開餐廳不一定受海底撈最初承諾的4倍翻台率基準的約束。該行認為,鑒於當前低迷的消費環境,海底撈在新開業方面仍然相對謹慎,因此降低新餐廳開業的假設。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.