《大行》招银国际升百胜中国(09987.HK)目标价至484.83元 今年前景及指引均正面

阿斯达克财经
10 Feb

招银国际发表报告,指百胜中国(09987.HK) 去年未季业绩大致符该行及市场预期,但近期趋势十分正面,包括春节长假期间录同店销售正增长,在肯德基加价后人流未见负面影响,以及必胜客在推出新菜单后人流可观。加上近期现金回报,维持“买入”评级,H股目标价由450.26元升至484.83元。

报告提及百胜中国今年前景及指引均正面,微降今年盈测1%,但升明年盈测2%,以反映每分店销售较弱,但经营杠杆改善。现估值相当于预测今年市盈率17倍属不昂贵,更算吸引,受惠于慷慨的现金回报计划。(da/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-10 12:25。)

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