花旗发布研报称,海底捞(06862)创始人兼主席张勇重掌首席执行官一职。该行认为,在内地消费品领域,这不仅是执行力提升的强烈讯号,亦是增长重新加速的领先指标。该行维持海底捞“买入”评级,续予目标价19.7港元。
该行对张勇回归持正面看法,因为创办人往往更聚焦于收入带动的利润增长,并具备强大的执行力与突破创新能力。该行相信,海底捞在去年下半年翻台率趋稳、翻新门店效率提升,及新业务的销售贡献所支持下,预计公司的收入增长将重新加快。
花旗发布研报称,海底捞(06862)创始人兼主席张勇重掌首席执行官一职。该行认为,在内地消费品领域,这不仅是执行力提升的强烈讯号,亦是增长重新加速的领先指标。该行维持海底捞“买入”评级,续予目标价19.7港元。
该行对张勇回归持正面看法,因为创办人往往更聚焦于收入带动的利润增长,并具备强大的执行力与突破创新能力。该行相信,海底捞在去年下半年翻台率趋稳、翻新门店效率提升,及新业务的销售贡献所支持下,预计公司的收入增长将重新加快。
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