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《大行報告》高盛:百勝中國(09987.HK)季績遠勝預期
高盛發表報告指出,儘管對百勝中國(09987.HK)的季績預測有所下調,但公司的收入及盈利仍錄得強勁的增長,公司去年第四季收入按年增長19%,高過該行預期的16%。 該行提及,百勝中國上季同店銷售增長4%,略高於該行早前下調至3.4%的預測,意味著恢復至疫情前水平的85%。至於去年公司淨新增1,697家門店,超過指引的1,400至1,600家,並多過該行預期的1,605家。 此外,該行指百勝中國於第四季及去年回饋股東約3.9億及8.33億美元,高於指引範圍。公司管理層進一步提高對今年的目標指引。該行認為,在宏觀環境不穩定的情況下,這對支持股價非常重要,對其評級「買入」,對港股目標價476元,對百勝中國美股(YUMC.US)目標價為61美元。
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