【建银国际削海底捞目标价6%至16.9港元 2025财年逐步复苏】金十数据1月16日讯，建银国际发表报告，将海底捞(06862.HK)目标价从17.9港元下调5.6%至16.9港元，维持“优于大市”评级。该行将2024/25财年盈利预测下调6%及10%，以反映2024财年下半年销售额低于预期，该行对2025财年客户流量更保守的假设。报告指，2024年下半年海底捞业绩低于预期。考虑到客流量放缓，该行将2024年下半年销售增长预测从增长15%下调至下降3%。基于有利的原物料成本，将2024年下半年毛利率假设上调1.5个百分点至60.5%，反映下半年毛利率按年增1.5个百分点。该行表示，2025财年集团可望逐步复苏，商店效率将提高，菜单更新和消费券将推动客流量增长。该行预计，在销售时点情报系统增长6%的带动下，2025财年收入将增长7%。预测2025财年经营利润率将提高0.6个百分点至14.2%。
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