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大行評級|招銀國際:維持海底撈“買入”評級 楊利娟辭任CEO對其影響中性

海底撈日前公佈,楊利娟自7月1日起辭任公司執行董事及首席執行官職務,將轉至同系的特海國際擔任執行董事及首席執行官,而副總經理苟軼羣將接任海底撈執行董事及首席執行官。招銀國際發表研究報吿指,今次工作調動預期對海底撈影響並非負面,因為公司經營狀況正持續改善,開設新店的潛力亦仍在增加,對特海國際來説則相信是利好。

該行相信,海底撈的管理團隊競爭力不會受到太大影響,憧憬新任首席執行官苟軼羣管理能力較強,曾先後擔任過首席財務官、IT部門主管、供應鏈和採購主管等職務,亦是公司創業時的首批員工之一。招銀國際目前維持對海底撈的“買入”評級,目標價為21.52港元,對應2024財年預測市盈率約20倍不變。

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