《大行报告》麦格理下调大家乐(00341.HK)目标价至20元 评级「跑赢大市」
麦格理发表报告指,由於社交距离的限制措施放宽,加上接种疫苗和不断上升的外卖渗透率,预计大家乐(00341.HK)在香港的核心品牌和休闲餐饮业务将於今年夏天逐步复苏。
大家乐近日发盈喜,预计截至3月底止,全年盈利约3.5亿元,按年大幅增长3.75倍。麦格理指,大家乐稳健的资产负债表有助其渡过疫情难关,并为大湾区业务扩张提供空间,维持「跑赢大市」评级,分别下调今明两年盈利预测11.5%和5.9%,维持2022年预测市盈率30倍不变,目标价由21元下调至20元。
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