板块异动 | "火锅行情"继续爆发,呷哺呷哺盘中涨超5%、海底捞涨超4%
uSMART盈立智投12月3日消息,周四港股,"火锅行情"继续爆发,呷哺呷哺昨日收涨10.12%,今日盘中再度涨超5%,海底捞昨日收涨2.14%,今日盘中再度涨超4%。
uSMART盈立智投12月2日推送:
《港股异动 | 湊湊打开第二增长曲线,呷哺呷哺涨超13%逼近历史高位》
高盛提升呷哺呷哺目标价至19港元
此前,高盛发布研究报告,考虑到凑凑发展势头和呷哺更好的利润前景,维持呷哺呷哺“买入”评级,将其目标价由13港元提升至19港元。
东北证券亦发布研报称,湊湊进入快速开店期,是公司业绩增长的主要动力。采用分部估值法,给予呷哺/湊湊2021年25/40倍估值,对应股价为22.18港元,维持"买入"评级。

花旗提升海底捞目标价至55港元
花旗指海底捞业务扩张较预期快,翻桌率恢复至3.5至4倍,该行认为火锅旺季下公司营运将持续改善。目标价由32.7港元提升至55港元,维持“中性”评级。
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