港股異動丨海底撈(6862.HK)跌勢未止 股價從高位腰斬 復甦不及預期
格隆匯5月7日丨海底撈(6862.HK)跌勢未止,現跌逾2%,低見42.7港元創去年8月以來新低,從高位計,累積跌幅已超50%,最新總市值2308億港元。交銀國際消費板塊研究員龐昕怡稱,3至4月是餐飲淡季,加上市場行情轉變,令此前受追捧的海底撈估值有所調整,加上4月翻枱率恢復速度遜市場預期,環比錄得下降,令股價有明顯調整。大摩則發佈研究報吿,予海底撈“與大市同步”評級,目標價56港元,海底撈今年4月份旗下餐廳整體翻桌率低於3次,恢復到2019年同期的約70%水平,也較3月份的3.5至3.7次下跌,表現較市場預期差。於5月1日至5日的五一長假期間,海底撈整體翻桌率為約4.5至5次,恢復至2019年同期的約70%至75%水平,較首季的70%略有增長。

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