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大行評級丨高盛:降海底撈目標價至13.7元 下調盈利預測

高盛發表研究報吿指,海底撈(6862.HK)上半年門店擴張速度較預期為慢,基於較高的基數及消費市道疲軟導致門店效率下降,預期翻枱率回升趨勢的可持續性以及業務增長動力將成為投資者下半年關注重點。高盛將海底撈2024至2026年盈利預測下調4%至6%,以反映門店擴張步伐放緩及整體消費市道疲弱,目標價從15港元降至13.7港元,維持“中性”評級。

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