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《大行報告》野村降大家樂(00341.HK)評級至「中性」 目標價下調至14元
阿思達克 03-02 11:14
野村發表報告指,因應本港目前的疫情情況,大家樂(00341.HK)宣佈自3月1日起暫停大部分旗下快餐店的堂食服務,包括「大家樂」及「一粥面」品牌,集團亦會調整其他餐廳的營業時間。 該行認爲,有關決定有助將員工的感染風險降低,並控制餐廳層面的損失,因堂食顧客的數目仍然很低。而集團2022財年中期的外賣/送餐銷售額飆升到45%至50%,顧客在公共場所除口罩亦越來越謹慎,相信集團此舉應有助抵銷部分堂食的疲弱。 野村將大家樂股份評級由「買入」降至「中性」,目標價由19.3元下調至14元,並調低集團2022及2023財年純利預測28.5%至46.1%。
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