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《大行》招銀國際降海底撈(06862.HK)目標價至17.46元 評級「買入」
招銀國際發表示研究報告指,海底撈(06862.HK)上半年業績表現疲軟,但其股價已反映負面因素影響,該行預計,在公司各項具體措施的支持下,預計今年下半年同店銷售將穩定下來。該行也相信,在店鋪擴張和新品牌開發開始加速的情況下,業績可能會出現轉機。 該行表示,上半年自營火鍋店數量較上季下降,或許是因爲翻檯率低於預期。然而,在各項措施助力下,該行認爲今年下半年翻檯率可望回升,關閉店鋪數量也將趨於穩定。 該行認爲,管理層對今年店鋪 門市數量增長百分比達中單位數的預期仍然可以實現。該行將集團今年、明年及2027年純利預測分別下調18%、19%及19%,其目標價由20.2元下調至17.46元,其評級爲「買入」。(ca/u) ~
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