《大行》大摩:海底捞(06862.HK)减派息以增加投资 短期受压为吸纳机会

阿斯达克财经
Yesterday

摩根士丹利发表研究报告指,海底捞(06862.HK) 2025年收入按年升1%至428亿元人民币(下同),净利润按年跌14%至40.5亿元,符合该行及市场预期。大摩认为,最令人惊讶的是派息比率由2024年的95%下调至2025年的86%,相信是由于公司计划加大资本开支,拟投资于自动化、效率提升及开设新品牌门店。该行将关注业绩会上管理层对2026年同店生产力的展望、网络扩张计划及利润率指引;预期股价...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10