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港股異動 | 餐飲股本週扎堆發佈業績,九毛九、頤海國際"績前搶跑"創新高

uSMART友信智投8月24日消息,週一港股,餐飲股績前異動,截至11:31分,"網紅餐飲股"九毛九市中最高升近3%,觸及17.44港元,股價刷新歷史新高。"火鍋底料"頤海國際最高升4.5%,觸及110.8港元,股價刷新歷史新高。海底撈微升0.79%,市中股價接近歷史最高點。

九毛九將於今日發佈中期業績,頤海國際、海底撈將於明日發佈中期業績。

個股解讀

西部證券近期發佈研報稱,九毛九藉助“太二”品牌步入發展快車道,快時尚餐飲龍頭地位初顯。預計公司20-22年EPS分別爲0.06/0.33/0.44元,對應最新PE分別255/44/33倍,考慮到公司未來高成長確定性,給予公司21年55倍PE,對應目標價人民幣17.9元(港幣19.9元),首次覆蓋,給予“買入”評級

此外,早前的恆指季檢結果顯示,九毛九獲納入恆生綜合指數,市場認爲九毛九後續有望納入港股通標的。

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