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研報掘金|中金:上調海底撈目標價至19.5港元 上調今明兩年純利預測
格隆匯 03-28 10:38

中金髮表研究報告指,海底撈去年業績略超過該行預期。該行預計今年利潤率水平有望維持,料今年上半年翻桌率因爲高基數而或受壓。至於利潤率方面,料隨門店折攤到期,今年折攤費用仍有下降空間。該行關注開店及新品牌增長潛力,上調對海底撈今明兩年純利預測各4%,至49.8億及54.6億元,將目標價上調15%至19.5港元,維持“跑贏行業”評級。

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