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《大行報告》大摩相信頤海(01579.HK)15日內有約七至八成機會將升
摩根士丹利發表報告指,對頤海國際(1579.HK)未來15天內股價上升持樂觀態度,概率在70%到80%之間。該行給予其目標價11.7元,維持評級「與大市同步」。 該行看好的主因是基於頤海的關聯公司海底撈(6862.HK)於3月4日宣布啟動加盟模式,以適度速度擴張。大摩認為,這將有助於提升頤海相關方銷售增長的前景,儘管有關加盟策略的更多細節,例如開店速度和現有店舖轉換比例等,預計於3月底才公布。 大摩又指,頤海國際的股價自年初至今下跌了10%,同期恆生中國企業指數則上升1%,MSCI中國指數僅跌2%。該行認為,海底撈啟動加盟模式可能成為短期內推動頤海國際股價上升的催化劑,特別是考慮到目前頤海國際的2024年預期市盈率僅11倍。 然而,該行仍然保持集團「與大市同步」的評級,是因為頤海國際第三方銷售(佔2023年預估總銷售的68%)尚未確定可成為未來的主要增長動力。
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