【大行评级|花旗:下调海底捞目标价至24.2港元 下调核心净利预测】花旗发表报告,将海底捞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港元下调至24.2港元,维持“买入”评级。

金融界
17 Feb
花旗发表报告,将海底捞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港元下调至24.2港元,维持“买入”评级。

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