港股异动 | 百胜中国(09987)现跌超3% 小摩称利润率压力未完全反映 麦格理称低基数将消退
百胜中国(09987)现跌超3%，截至发稿，跌3.39%，报325.2港元，成交额4526.22万港元。
摩根大通发表报告指，对百胜中国长期前景感到正面，但关注短期或受内地需求增长放缓影响，增加折扣推广将会影响利润率。此外，行业利润率压力也将会加剧。该行相信利润率的压力未于股价完全反映，将其评级由“增持”下调至“中性”，剔出首选股名单，并置于负面观察名单，目标价由65美元下调至38美元。
麦格理发表报告指，预期百胜中国旗下肯德基和必胜客去年第四季的同店销售增长分别为8%和10%。该行表示，由于基数较低，预计集团去年第四季的餐厅利润率将同比录得反弹，但随着基数变得正常，今年首季将面临挑战。
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