海底捞国际控股(6862.HK)2026年上半年业绩符合预期速评
高盛·2026-08-26 14:35
26 August 2026 | 12:21AM HKT Equity Research Haidilao International Holding (6862.HK) First take: 1H26 result in-line with higher dividend payout; to upgrade HDL network and scale up proved new business formats; Neutral 6862.HK 12m Price Target: HK$12.20 Price: HK$11.41 Upside: 6.9% Haidilao reported largely in-line 1H26 result but interim dividend of HK$0.377/sh came as a modest surprise, implying dividend payout of close to 100% vs 95%/88% in 1H25/2025. The Company also announced that it will rejuvenate t ...