《大行報告》花旗微升海底撈(06862.HK)目標價至24.4元 上調收入及盈測
花旗發表報告指出,海底撈(06862.HK)管理層指出,公司於1月份的平均翻檯率按年增長24%以上,雖然按月仍錄跌幅,但已回復至2019年1月份的80%以上水平。公司於2月份的平均翻檯率按月改善約10%,按年增長超過40%,主要受惠於春節期間季節性強勁的節慶餐飲勢頭。
該行將海底撈今明兩年的銷售預測上調7%及8%,盈利預測上調64%及72%,以反映公司去年毛利勝預期,以及新產品帶來的額外銷售增長、推出加盟特許經營模式,以及今年首兩個月的強勁翻檯率。該行維持對其「買入」評級,目標價由24.2元上調至24.4元。
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