大行評級|花旗:下調海底撈目標價至24.2港元 下調核心淨利預測
花旗發表報吿,將海底撈2024年整體營收預測下調7%,以反映下半年餐桌翻枱率按年輕微下降(由於基數較高和消費者情緒保守)。儘管如此,該行預計其2024年整體毛利率將按年輕微上升,因為原材料成本有利因素。得益於可比折舊成本的持續按年下降,預計其2024年整體營業利潤率將按年擴大。由於銷售預測下調,該行將海底撈2024年和2025年各年核心淨利(不包括外匯損益及金融資產評估損益)預測下調18%和19%,目標價由26.2港元下調至24.2港元,維持“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.