花旗发表报告，将海底捞(06862.HK) 2024年整体营收预测下调7%，以反映下半年餐桌翻台率按年轻微下降(由于基数较高和消费者情绪保守)。尽管如此，该行预计其2024年整体毛利率将按年轻微上升，因为原材料成本有利因素。得益于可比折旧成本的持续按年下降，预计其2024年整体营业利润率将按年扩大。
由于销售预测下调，该行将海底捞2024年和2025年各年核心净利(不包括外汇损益及金融资产评估损益)预测下调18%和19%。目标价由26.2元适度下调至24.2元，维持“买入”评级。(ad/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-14 16:25。)
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