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港股异动丨海底捞(6862.HK)跌势未止 股价从高位腰斩 复苏不及预期
格隆汇 05-07 10:15
格隆汇5月7日丨海底捞(6862.HK)跌势未止,现跌逾2%,低见42.7港元创去年8月以来新低,从高位计,累积跌幅已超50%,最新总市值2308亿港元。交银国际消费板块研究员庞昕怡称,3至4月是餐饮淡季,加上市场行情转变,令此前受追捧的海底捞估值有所调整,加上4月翻枱率恢复速度逊市场预期,环比录得下降,令股价有明显调整。大摩则发布研究报告,予海底捞“与大市同步”评级,目标价56港元,海底捞今年4月份旗下餐厅整体翻桌率低于3次,恢复到2019年同期的约70%水平,也较3月份的3.5至3.7次下跌,表现较市场预期差。于5月1日至5日的五一长假期间,海底捞整体翻桌率为约4.5至5次,恢复至2019年同期的约70%至75%水平,较首季的70%略有增长。

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