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港股異動 | 餐飲股反彈 九毛九(9922.HK)漲超4%
格隆匯 05-11 14:31
格隆匯5月11日丨餐飲股反彈,結束此前四日連跌的走勢,其中,九毛九(9922.HK)漲超4%,呷哺呷哺、海底撈漲超2%。大和最新發研報指,九毛九旗下的品牌“九毛九”及“太二酸菜魚”於5月1至4日假期期間,可比的同店銷售額表現已分別恢復至2019年同期的92%及108%,其中太二分店的翻枱率更較今年首季有明顯提升,未有受部分餐點加價所影響。該行重申“買入”評級,目標價上調至34.5港元(原本31.5港元),以反映九毛九及太二品牌調整後企業價值倍數。高盛亦曾更新行業預測,料今年按年錄19%復甦,或較2019年水平高出2%,2019至2026年年均複合增長料8%。該行將行業首選由百勝中國轉至九毛九,並首予九毛九“買入”評級,目標價38港元,納入“確信買入”名單;予呷哺呷哺“買入”評級,目標價18港元;海底撈“中性”評級,目標價56港元。

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