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《大行报告》野村上调百胜中国(09987.HK)目标价至606.1元 评级「买入」
阿思达克 06-02 09:57
野村发表报告,随着内地首季交通运输恢复,带动百胜中国(09987.HK)交通枢纽地区店铺销售增长,今年首季「肯德基」和「必胜客」分别占总销售额28%和35%,其平均价格一直呈上升趋势,主要是受到外卖日益普及,而外卖价格亦较高。

该行指,百胜中国亦一直尝试以新的小店形式,专注於外卖业务,相信可以藉此降低开店成本和增加店面密度来提高效率,将2021财年的销售预测提高5.6%,目前预计2021和2022财年的销售增长分别为26.4%或8.5%。

野村对百胜中国的业务收入增长持乐观态度,认为相关增长可由网络扩张、在店外渠道的能力增长和新兴的咖啡业务推动。鉴於交通枢纽地区店铺销售改善、百胜中国第一季度开店数量高於预期以及有利的汇率,将2021财年的每股盈利增长预测提高5.8%,目标价由537.9元升至606.1元,评级「买入」。

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