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港股異動 | 餐飲股普漲 呷哺呷哺、九毛九齊創歷史新高
格隆匯 12-14 15:00
格隆匯12月14日丨餐飲股普漲,呷哺呷哺(0520.HK)漲超4%,九毛九(9922.HK)漲超3%,二股齊創歷史新高;太興集團、頤海國際均漲超2%。今年以來,九毛九已累漲超2.3倍,呷哺呷哺累漲近1倍。東吳證券近日發研報指,餐飲景氣低谷已過,環比復甦持續。自2020年4月以來,餐飲行業收入累計同比降幅持續收窄,行業景氣度持續提升。大和發研報首予九毛九“買入”評級,目標價23港元。受到其標準化商業模式、最低供應鏈要求及充裕資本帶動,九毛九將加快其餐廳擴張計劃,尤其是“太二酸菜魚”,以在2019至2022年間實現強勁盈利增長。大和亦重申呷哺呷哺“買入”評級,目標價由10港元大幅上調至23港元。

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