港股異動丨呷哺呷哺(0520.HK)大跌逾17% 旗下湊湊CEO宣佈辭職 高盛提示風險
格隆匯4月19日丨呷哺呷哺(0520.HK)跳空低開,現跌幅擴大至逾17%,報11.78港元,低見11.2港元創近半年新低,近42個交易日累計跌幅達到57%,最新總市值128億港元。高盛發表報吿,指呷哺呷哺旗下湊湊首席執行官張振緯4月17日宣佈辭職。該行指張振緯執行力強勁,投資者也需要注意湊湊CEO離職的相關風險,因為尚未提供更換職位的時間表。高盛指出,呷哺呷哺今年首季僅新增加3家門店,但全年目標為70家,故此該行將湊湊21/22/23年門店擴張數量預期由80/76/81家下調至60/65/65家。基於湊湊貢獻預期下滑,高盛將呷哺呷哺2021年至2023年淨利潤預測下調2%至6%,目標價由21港元下調至18港元,維持“買入”評級。

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