《大行報告》麥格理下調大家樂(00341.HK)目標價至20元 評級「跑贏大市」
麥格理發表報告指,由於社交距離的限制措施放寬,加上接種疫苗和不斷上升的外賣滲透率,預計大家樂(00341.HK)在香港的核心品牌和休閒餐飲業務將於今年夏天逐步復甦。
大家樂近日發盈喜,預計截至3月底止,全年盈利約3.5億元,按年大幅增長3.75倍。麥格理指,大家樂穩健的資產負債表有助其渡過疫情難關,並為大灣區業務擴張提供空間,維持「跑贏大市」評級,分別下調今明兩年盈利預測11.5%和5.9%,維持2022年預測市盈率30倍不變,目標價由21元下調至20元。
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