《大行報告》高盛降頤海國際(01579.HK)評級至「沽售」 下調海底撈(06862.HK)目標價至45元
高盛發表報告指,其覆蓋研究的中資餐飲股在復甦之路上有不同的表現,主要是受惠於發掘不同客羣、執行力及蠶食效應影響,並相信有關趨勢會持續。該行表示,仍然預期中資餐飲股會有穩固的增長機會,喜好有強勁執行記錄,可於未來交出穩定數據,及能夠提供穩健長期增長前景的企業。
行業中,高盛下調頤海國際(01579.HK)股份評級至「沽售」,目標價由100元降至42元,由於競爭及增加投資以推動銷售,預期集團在盈利下行等方面會面對進一步壓力。
至於海底撈(06862.HK),高盛維持對其「中性」評級,但目標價由56元降至45元,盈利預測亦調低9%至12%,以反映公司新店擴張放慢等因素。該行亦將呷哺呷哺(00520.HK)評級由「買入」下調至「中性」,下調目標價至8.7元,將今年至2023年盈利預測削減11%至24%,反映其放慢擴張。
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