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《大行報告》瑞銀:海底撈(06862.HK)上半年純利遠勝預期 餐廳毛利率改善
阿思達克 07-31 09:49
瑞銀發表報告指,海底撈(06862.HK)發盈警,料上半年收入按年升不少於23.7%至188億元人民幣,均低於市場及該行預期,該行料主因次季宏觀環境疲軟;另外,公司料上半年純利達不少於22億元人民幣,遠勝該行及市場預期,主要是餐廳營運效率以至毛利率改善。該行估算上半年淨利潤率達約11.7%,勝於該行及市場預期,並回升至接近與2016年至2017年的高峰水平;該行料投資者對此反應正面。 瑞銀予其目標價為18.5元,維持「中性」評級。
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