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《大行报告》瑞信下调三只火锅股目标价 首选九毛九(09922.HK)
瑞信发表报告表示,三只内地火锅股海底捞(06862.HK)、九毛九(09922.HK)及呷哺呷哺(00520.HK)股价自今年2月高位累跌54%/28%/68%,主因市场对翻台率缓慢复苏及减慢店铺扩张步伐等方面的忧虑。

该行补充,认同行业不稳定的复苏步伐对火锅股今年上半年业绩带来影响,惟认为市场反应过度,更料下半年人流量会回复正常。该行下调海底捞、九毛九及呷哺呷哺今年度每股盈利6%/9%/12%,当中维持九毛九为行业首选。

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