《大行報告》中金上調海底撈(06862.HK)目標價至28.2元 評級「跑贏行業」
中金發表研究報告指出,海底撈(06862.HK)上半年收入按年24.6%至188.9億元人民幣;淨利潤22.6億元人民幣,去年同期純利為7,300萬元人民幣。業績符合此前預告。其中,剔除匯兌收益1.93億元人民幣和撥回的減值虧損淨額939.5萬元人民幣等,該行估計上半年經常性淨利率已超過10%,主要受惠於翻台改善下的經營槓桿效應,尤其體現在折攤、人工、其他開支費用率的優化;毛利率約按年增長2個百分點。
該行認為,考慮海底撈翻台改善及盈利優化,上調對其今年盈利預測31%至48億元人民幣,上調明年預測21%至56億元人民幣。該行維持海底撈「跑贏行業」評級,上調目標價23%至28.2元。
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