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海底撈跌近4%再創調整新低 4個月市值蒸發2600億港元
格隆匯 06-23 11:19
格隆匯6月23日丨海底撈(6862.HK)跌勢不止,今日盤中一度跌近4%至36.2港元,再創本輪調整以來新低價(為去年8月以來新低),較今年2月份的歷史最高價85.754港元下跌57.8%,市值蒸發逾2600億港元,最新市值為1918億港元。格隆匯平台早在去年10月份開始陸續發佈過一系列深度分析文章,如《虧損10億、裁員上萬、老闆套現,七問海底撈!》《到底要什麼樣的美妙故事,才能撐起海底撈神話》,指出其高估值背後存在的一系列隱憂。另據日前消息,公司內部人向券商透露4月份餐廳翻枱率不到3次/日。值得注意的是,國信證券曾測算,3次/天的翻枱率是海底撈單店的盈虧平衡線,跌破該數值,意味着海底撈單店處在微利或虧損狀態。

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