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大行評級 | 中金上調海底撈等餐飲連鎖股目標價,看好疫情中市場份額提升

彭博新聞社報道,中金公司表示,看好中國餐飲市場增長前景,將海底撈、九毛九、呷哺呷哺目標價上調16%-120%,疫情中這些領先品牌將藉機快速擴大新店網絡、提升市場份額。

分析師Sijie Lin等人在報告中表示,將海底撈目標價由57.1港元上調至66港元,公司在繼續快速擴張中,全年新開店有望超過500;謹慎提價及運營模式的改善或緩和毛利壓力。

九毛九目標價由22港元上調至26.6港元,預計太二2020年新開店將超過100家、2021年達到12家。

呷哺呷哺目標價由10港元上調至22港元,管理層正在努力升級品牌、推出新的模式並改進激勵機制。

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