麦格理发表研报指,华住集团(01179.HK) (HTHT.US) 去年第四季收入按年增长7.8%,胜预期,经调整后EBITDA增长10.3%,较该行及市场预期各低出约24%及23%,展望未来,该行相信今年上半年国内平均每间可供出租客房收入(RevPar)的企稳将成关键,目前预期RevPar可于今年第三季恢复增长。
该行又指,集团海外业务大部分架构重组工作经已完成,憧憬未来可实现盈利,为反映对今年上半年RevPar预测获下调,以及海外业务或需时复苏,相应将华住集团今明两年净利润预测分别下调6.8%及5.4%,基于估值将目标价上调10%至33元,评级“跑赢大市”。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-20 16:25。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)
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