大摩：削海底捞目标价10% 维持“增持”评级

老虎证券07-22

【大摩：削海底捞目标价10% 维持“增持”评级】金十数据7月22日讯，摩根士丹利发表报告，将海底捞(06862.HK)目标价由20港元调低10%至18港元，投资评级维持“增持”。大摩表示，净关店及非经营项目可能会拖累海底捞2024财年上半年盈利增长，但该行表示，随着原材料成本降低，加上采用多店管理系统及关掉亏损店铺，预期海底捞2024财年下半年利润率将增加。鉴于店铺展望表现疲软，大摩将海底捞...

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