《大行報告》野村下調大家樂(00341.HK)目標價至19.3元 評級「買入」
野村發表報告表示,大家樂(00341.HK)截至今年3月底止年度香港業務收益按年下跌19.8%,當中快餐店收益跌15.4%,休閒餐飲銷售則跌20.2%,而機構餐飲業務更跌44.1%。該行預期,在低基數及防疫措施有所放寬下,預期大家樂今年度本港同店銷售會有好轉。
報告又指,大家樂內地業務收益按年升10.1%,且目標今年度加快擴張步伐至增設30間新店。該行相信,疫情對大家樂的負面影響逐步減少及其業務將會復甦,惟基於去年度業績遜預期,將其2022年度收益及盈利預測下調4.2%及17.9%,目標價由20.3元降至19.3元,維持「買入」評級。
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