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《大行報告》高盛上調華住集團-S(01179.HK)目標價至45.3元 維持「確信買入」名單內
阿思達克 02-01 10:20
高盛發表研究報告指,華住集團-S(01179.HK)在1月30日(本周一)美國市場開盤前夕,發布了喜憂參半的2022財年第四季度經營業績,儘管由於重新開放後出現「解禁回潮」(Exit Wave),令近期表現受挫,集團仍然受惠於去年12月具韌性的表現。該公司的表現優於同行,另一方面,2022財年第四季度總酒店增加量為244間,全年總增加量約1,240間。該行續予其「買入」評級,並續列入「確信買入」名單,H股目標價由44.8上調至45.3元。 對於即將於3月發布的2022財年第四季業績,該行預計,集團整體EBITDA為3.99億元人民幣,其中包括來自中國的3.09億元人民幣和來自德意志酒店集團的9,000萬元人民幣,在典型季節性疲弱的第四季料見略降。隨著市場迅速將注意力轉移到中國全面重新開放的影響上,該行認為,第四季的數據在很大程度上影響力較低,相信投資者將更多關注公司的2023財年首季指引,以衡量集團未來兩至三個月的復甦步伐。
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