《大行》汇丰研究降百胜中国(09987.HK)目标价至489.8元 股东回报提升评级“买入”

阿斯达克财经
07 Feb

汇丰研究发表报告指,虽然市场需求仍然疲弱,但百胜中国(09987.HK) 去年第四季经营表现仍具韧性,增长跑赢同业,同店销售及盈利能力都有所改善,当中增长率与上季相近,增长驱动力从门店扩张转向同店销售的提升,整体盈利表现超出预期,收入则略低于预期。
该行预期,百胜中国未来可继续实现盈利韧性增长,并扩大市场份额,周期转变时股东回报应可提升,维持盈利预测基本保持不变,预计2025年收入增长4.6%,核心经营利润将按年增长6.3%,维持“买入”评级,目标价从496.9元下调至489.8元。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-06 16:25。)

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