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大行評級|大和:海底撈基本面完好或呈現入市機會 目標價維持20港元
格隆匯 06-24 10:55

海底撈昨日(23日)宣佈楊利娟辭任執行董事及首席執行官,苟軼羣獲委任為執行董事及首席執行官,自7月1日起生效。據悉,楊利娟在離開海底撈後將加入特海國際。大和認為,海底撈首席執行官變更的倉促變化會令投資者感到措手不及,並可能於短期內影響其股價表現。不過該行亦認為,考慮到公司目前正處於積極的軌道,加上新任首席執行官在供應鏈及數字化方面的專業知識及經驗,與海底撈目前的發展階段非常契合。

大和亦指,近期市傳海底撈董事長及其繼任人的健康狀況出現問題,導致公司股價在上週受壓。該行認為,相關傳言毫無根據,且估計海底撈短期股價波動的情況將會持續。大和認為其基本面完好或呈現入市機會,目標價維持20港元,重申“買入”評級。

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