《大行》野村升百胜中国(09987.HK)目标价至438元 上季复苏稳定

阿斯达克财经
07 Feb

野村发表报告指,百胜中国(09987.HK) 上季业绩符合预期,反映上季复苏稳定,且今年指引正面。

报告指,百胜中国上季营收为25.95亿美元,按年增长4%,核心营业利润为1.5亿美元,按年增长35%,均符合市场预期。上季餐厅毛利率按年增长180个基点至12.3%。公司宣派季度息每股0.24美元。同时公司分享2025年的明确指引,系统销售按年增长中单位数,核心营运利润率稳定甚至改善,该行相信这显示管理层对业务韧性的强大信心。H股目标价由415元升至438元,评级“买入”。(ha/da)(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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