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《大行報告》建銀國際降海底撈(06862.HK)目標價至19.7元 評級「跑贏大市」
阿思達克 02-23 14:58
建銀國際發表報告指,海底撈(06862.HK)發盈喜,預期去年持續經營業務淨利潤不少於44億元人民幣,按年增加不少於1.68倍,數據較該行及市場預期分別高出7%及2%,主要因為翻檯率及經營效益較預期理想,估計下半年翻台率約3.9次,高於上半年的3.3次。 該行估算海底撈去年下半年收入按年增長不少於42%,因為疫情後放寬管控措施,帶動消費復甦,令顧客流量增加、翻檯率上升、經營效益改善。 報告指,新春假期海底撈銷售穩定,顧客1,300萬人次,按年增長35%,相信有利因素在今年餘下時間持續,估計今年收入增長13%,EBIT利潤率15.4%,按年提升0.5個百分點。 建銀國際將去年盈利預測上調9%,今年則保持不變,目標價由24.8元下調至19.7元,維持「跑贏大市」評級。
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