港股異動 | 海底撈(6862.HK)升超4% 港股通比例上升 內地門店加快恢復送貨業務
格隆匯2月19日丨海底撈(6862.HK)早盤股價一度衝高至5%,現報32.95港元,漲4.11%,暫成交1.68億港元,最新總市值1746.35億港元。海底撈外送官方微信於2月15日發佈信息稱,即日起,海底撈外送中國內地部分門店將陸續恢復營業,其中北京部分門店2月15日恢復營業,上海部分門店在2月16日,西安、深圳、南京部分門店為2月17日。大摩預期其他地區也逐漸恢復送貨業務,送貨業務佔2018年總銷售額的1.9%和2019年上半年的1.6%。並稱新店增長好於預期及全球門店表現出色,予海底撈“與大市同步”評級,目標價35港元。此外,據格隆匯APP顯示,近日公司港股持倉比例不斷上升,從1.6%升至2.2%。
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