《大行報告》中銀國際升華住集團-S(01179.HK)目標價至36.3元 謹慎推動高質量增長
中銀國際發表報告指,華住集團-S(01179.HK)上季經調整EBITDA為12.7億元人民幣,略高於該行預期。對於今年,集團對收入和收益率的前景持謹慎態度,部分原因是基數較高。同時集團提出了專注於提升服務標準的戰略,意味著其重點將更多地放在從現有競爭對手手中搶奪市場份額上,而不是加快市場滲透。
該行認為,該戰略轉變可能需要一些時間才能反映在財務數據上,但鑒於集團的往績記錄,仍對其持積極態度,看好集團在疫情後強勁的淨資產收益率,因此重申「買入」評級。目標價由35.1元升至36.3元。
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