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《大行報告》富瑞:海底撈(06862.HK)收購日本酒店與其火鍋業務無關 或分散核心業務注意力
阿思達克 11-01 14:43
富瑞發表報告指,海底撈(06862.HK)公布收購物海日本酒店項目,即使投資額較少,但當日股價已下跌9%,因該交易是屬於公司關聯方交易,加上收購項目與其內地火鍋業務無關,而且將會牽涉到額外投資資本,此或會分散核心業務注意力。 該行指,海底撈管理層認為收購項目有助提升其服務及管理,加上溫泉酒店未來能為集團及忠誠客戶提供增值服務,亦可以用於舉辦會議、宣傳企業文化,利好品牌形象多元化,捕捉更多消費市場機會。 富瑞給予海底撈目標價為22.2元,維持其評級為「持有」。(ca/w) ~
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