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港股異動丨餐飲股走強 海底撈升6% 呷哺呷哺漲近3%破頂
格隆匯 12-03 11:58
格隆匯12月3日丨港股餐飲股集體上漲,海底撈升6%為最佳,呷哺呷哺漲近3%,盤中創下新高價。九毛九、大家樂集團跟漲。花旗發研報指,海底撈翻枱率回覆至3.5至4倍,同店翻枱率亦回覆至去年10月80-90%水平,相信11月可維持。上調海底撈目標價至55港元,評級“中性”。高盛更新對呷哺呷哺盈利預測,以計入開設更多分店和利潤前景。在中國餐廳領域,相信領先餐廳中商店擴張的增長主題保持不變。東吳證券指出,餐飲景氣低谷已過,環比復甦持續。疫後連鎖餐飲有望繼續加速佈局,品牌化、連鎖化率將進一步提升。

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