【券商聚焦】招银国际削海底捞(06862)目标价13% 指整体增长较慢惟料下行空间很少

金吾资讯04-09

金吾财讯 | 招银国际表示，海底捞(06862)23财年业绩符合预期，但派息率上调至90%，远超预期，历史股息率更高达5%。24年前2个月表现仍然亮丽，翻台率同比上升超过30%（春节和情人节的翻台率更高达5次和6次）。公司亦预期全年的翻台率或环比持续改善，而人均消费亦可同比持平。在大环境转弱、竞争加剧的情况下，海底捞仍然凭借其强大的社交属性、创新的产品和品牌的年轻化和活力，创造出远超同行的表现。...

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【券商聚焦】招银国际削海底捞(06862)目标价13% 指整体增长较慢 惟料下行空间很少

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【券商聚焦】招银国际削海底捞(06862)目标价13% 指整体增长较慢惟料下行空间很少