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大行評級丨高盛:海底撈中期收入及盈利遜預期 維持中性評級
高盛發表報吿指,海底撈(6862.HK)上半年收入及純利遜預期,維持“中性”評級,目標價15港元。報吿指,海底撈上半年收入215億元,同比上升13.8%,較該行預測低3.7%,主要是關店數目比預期多;期內淨利潤20億元,同比下跌9.7%,較高盛預測低6%,主要是較高的税項比例,以及非經營性因素。高盛認為,海底撈管理層具強勁的執行力,不過店舖擴充較預期慢,上半年亦面對高毛利率基數,而下半年則面對較高的翻枱率基數,相信現價估值處合理水平,故維持“中性”評級。
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