智通财经APP获悉,中信里昂发布研报称,予海底捞(06862)“跑赢大市”评级。该行认为,该公司正在优先考虑提升餐桌翻台率,并对现有海底捞门市进行翻新,以融入当地特色。此举大胆,因为违反了连锁餐厅追求标准化的常规做法。但该行认为,海底捞的供应链能力足以使这项改变成功。该行需要更多进展才能对非海底捞品牌抱持信心,但有信心公司维持95%的派息比率。
智通财经APP获悉,中信里昂发布研报称,予海底捞(06862)“跑赢大市”评级。该行认为,该公司正在优先考虑提升餐桌翻台率,并对现有海底捞门市进行翻新,以融入当地特色。此举大胆,因为违反了连锁餐厅追求标准化的常规做法。但该行认为,海底捞的供应链能力足以使这项改变成功。该行需要更多进展才能对非海底捞品牌抱持信心,但有信心公司维持95%的派息比率。
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