【招银国际:下调大家乐(00341.HK)目标价至6.52港元 评级降至“持有”】智通财经APP获悉,招银国际发布研报称

智通财经
Jun 24
【招银国际:下调大家乐(00341.HK)目标价至6.52港元 评级降至“持有”】智通财经APP获悉,招银国际发布研报称,大家乐(00341.HK)2025财年业绩逊于预期,股息表现尤其令人失望,考虑到港人北上及出境消费增加及市场竞争加剧,加上大家乐加价空间有限,近期经营表现依然受压,今年4月及5月同店销售持续下滑,以及2026财年预测股息回报吸引力不足,因此将其评级下调至“持有”,目标价从9.3港元降至6.52港元,预料下半年香港同店销售跌幅将进一步扩大,而2026财年开店步伐将较缓慢。招银国际将大家乐2026及2027财年收入预测下调3.9%及6.2%,纯利预测下调30.3%及22.8%,认为行业复苏仍需时日。

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