大行評級|花旗:維持海底撈為內地餐飲業的首選股 目標價26.2港元
海底撈宣佈變更首席執行官,花旗發表報吿迴應稱,這是對集團生態圈高層管理資源的重新調整。集團於2021年11月至2022年上半年期間的門店重組計劃(啄木鳥計劃),以及於2022年下半年至2024年上半年的門店重開計劃(硬骨頭計劃),均取得成功。相對於由即將離任的首席執行官楊利娟帶領下已成功完成的重組門店網絡,該行相信海底撈未來增長將更多地由創新(包括宣佈特許經營模式)及數碼化推動。該行認為,海底撈於5月的整體翻枱率按年增長20%,與4月份的按年增速相似。
該行維持對海底撈為內地餐飲業的首選股,評級“買入”,目標價26.2港元。
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