野村：重申百胜中国(09987)“买入”评级 目标价下调至554.6港元
野村发布报告称，重申百胜中国(09987)“买入”评级，将2023至25年盈测下调6.8%至7.1%，反映同店销售复苏放缓及对利润率的预测更为谨慎，目标价由582.7港元下调至554.6港元。公司第三季业绩逊于预期，相信是由于消费者信心疲弱。
该行表示，集团收入和净利润分别低于市场预期4%和8%。由于同店销售同比增长4%，加上第三季净增500间门店的收入贡献，第三季销售额同比增15%，并符合先前的开店指引。不过，期内集团的餐厅利润率较去年同期下降1.8个百分点至17%，主要是受到促销成本增加的影响。该行认为，这反映了当前行业平淡的消费者情绪，预计这种情绪将在未来几个季度持续。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.