Citi raises HAIDILAO's target price to 19.7 yuan with a "Buy" rating
花旗研報指出，將海底撈 (06862.HK) 2025 年銷售預測上調 2%，以反映其配送業務增長，以及 2025 年下半年新業務貢獻高於預期。由於配送業務毛利率略低於堂食業務，花旗已適度下調集團 2025 至 2027 年預估淨利潤率假設。
花旗預測，海底撈在 2025 至 2027 年將維持 90% 以上的派息率，並將 2025 至 2027 年派息率預測分別上調至 90%(先前為 30%)。由於利息收入下降，將淨利潤預測下調約 4%；預期 2026 至 2027 年海底撈股息率將升至 6% 至 7%。該行將海底撈的目標價從 18.5 元上調至 19.7 元；維持「買入」評級。
Source: 阿斯達克財經網 The copyright of this article belongs to the original author/organization.
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