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《大行報告》里昂升海底撈(06862.HK)評級至「跑贏大市」 目標價上調至24.8元
阿思達克 08-30 11:04
里昂發表研究報告指,海底撈(06862.HK)去年下半年在嚴謹的新冠疫情限制下,集團開始將其單店營業利潤率恢復至新冠疫情前的水平,及至內地重新開放後策略沒有改變,集團今年上半年淨利潤表現為2015年以來最高。 期內海底撈收入按年增長25%,主要是由於同店銷售增長16.5%。雖然集團的開店步伐謹慎,但考慮到門店盈利能力大幅提高,該行將公司目標價由22.3元上調至24.8元,並將評級由「跑輸大市」上調至「跑贏大市」。
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