大家乐集团下调目标价至6.52港元，评级降至“持有”

招银国际2025-06-25

一、目标价与评级调整招银国际发布研报，将大家乐集团(00341)的目标价从9.3港元下调至6.52港元，并将其投资评级从之前的水平降至“持有”。这一调整主要基于对公司2025财年业绩表现的不满，尤其是股息回报低于预期。此外，公司在市场竞争加剧和消费趋势变化中的表现也引发了担忧。二、业绩表现与市场压力大家乐集团在2025财年的业绩逊于预期，特别是在股息方面令投资者失望。由于香港居民北上及出境消费增加...

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