You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大和首予華住集團-S(01179.HK)「跑贏大市」評級 目標價525元
阿思達克 03-01 11:23
大和發表研究報告,首予華住集團(01179.HK)「跑贏大市」評級,目標價525元,該行指出公司是內地最大的酒店營運商之一,相信隨著全球疫苗開始接種,公司將受惠全球旅遊復甦及內地酒店行業的結構性增長,相信公司去年策略加快網絡擴張合時,相信到2022年底酒店數目達1萬家的目標亦在正軌上。

去年第四季公司管理層重申未來數年將有三大增長支柱,低端城市滲透、加快擴張中高端酒店及增加國際知名度。該行相信其策略有助華住集團成為首個中資全方位酒店連鎖品牌,並可與萬豪及希爾頓等競爭。大和相信公司是內地唯一大型品牌可全面捕捉疫後旅遊機遇,因為公司品牌較成熟,加上有領先行業的技術,同時覆蓋低端到高端住宿,料2022年公司經調整EBITDA將達55億元人民幣的新高。

該行預期市場會將公司2021年EBITDA預測下調,以反映今年首季表現較弱,不過認為管理層有機會上調2021年開店指引,而其他股價催化劑則包括關口重開、歐洲經濟重啟(特別是德國)等。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account