智通财经APP获悉，野村发布研究报告称，上调海底捞(06862)目标价7.9%，从15.1港元至16.3港元，维持“买入”评级。
报告中称，海底捞2024财年下半年同店销售在成本顺风情况下有更好的利润率。预计海底捞2024财年下半年纯利增长稳健在同比增13%。下半年收入同比增2%，受惠于同店销售的低单位数同比增长。
积极的一面是，野村预计海底捞平均销售单价(ASP)将同比改善1个百分点。同时海底捞加速新店开设，2024年下半年开50家新店。野村预计，由于成本顺风以及经营效率更好，海底捞的经营利润率将同比及按半年改善。
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