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《大行報告》高盛首予海倫司(09869.HK)「買入」評級 目標價17元
阿思達克 04-28 09:54
高盛發表研究報告,首予海倫司(09869.HK)「買入」評級,目標價17元。 高盛指,海倫司是內地最大連鎖酒吧企業,開創了經濟型酒吧領域,預計該領域2019年至2026年的年複合增長率為12%,超過整體酒吧行業的6%,因為它把握了偏遠城市的Z世代和年輕消費者未得到滿足的夜間社交需求。 該行預測,海倫司在2021年至2024年的銷售和經常性淨利潤年複合增長率分別為61%和112%,驅動因素包括到2024年門店擴展至2,300間,以及低線城市盈利能力改善及經營槓桿帶來毛利率擴張等。
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