《大行》大華繼顯降海底撈(06862.HK)目標價至19元 下調盈測
大華繼顯發表研究報告指,海底撈(06862.HK)首五個月的翻檯率按年下跌,導致收入按年下降,而全年收入趨勢的能見度仍然偏低。然而,公司仍然嚴格控制成本,目標維持穩定的經營溢利率。
該行分別下調海底撈今明兩年的盈測6%及2%,又各降收入預測5%,以反映需求復甦遜於預期。大華繼顯維持該股「買入」評級,但將目標價下調11%,由21.4元降至19元。
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