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大摩首予颐海国际(1579.HK)“增持”评级降呷哺呷哺(0520.HK)至“增持”
格隆汇 08-20 11:56

摩根士丹利发表研究报告,认为长期投资于中国火锅行业吸引,因为增长前景及潜力强劲。该行指,火锅是中国餐饮业中增长最快的类别,2018年实现销售额达5,000亿元人民币,并可受惠于扩展潜力,以及透过其社交及健康的用餐体验而普及。

该行认为海底捞(06862.HK)出色在於可有多间商店开业及高回报的潜力,但由於估值公允,给予“与大市同步”评级,目标价32港元。该行又首予颐海国际(01579.HK)“增持”评级,目标价53.5港元,因为公司在优质调味品领域有领先地位,在全国扩张及产品多样化方面均有潜力。

此外,该行将呷哺呷哺(00520.HK)评级由“与大市同步”降至“减持”,目标价由12港元降至9港元,并表示关注其同店销售增长结构性放缓及毛利率受压。

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