《大行》野村升百胜中国(09987.HK)目标价至459元 重申“买入”评级

阿斯达克财经
Feb 05

野村发表研究报告指,百胜中国(09987.HK) 上季业绩稳健,收入及盈利均胜于预期,当中,季度收入按年增9%。期内受惠于成本改善与营运效率提升,餐厅利润率及营业利润率显著扩大70个基点和80个基点,带动季度营业利润达1.87亿美元。报告提到,百胜中国管理层重申在农历新年假期前夕已出现消费复苏的早期迹象。不过,该行估计百胜中国仍面临销售额与利润率的不确定性,包括行业竞争加剧、外卖战导致的劳动力...

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