港股異動 | 餐飲股全線下跌 頤海國際(1579.HK)跌10%創逾15個月新低
格隆匯7月8日丨餐飲股全線下跌,頤海國際(1579.HK)跌10%,盤中低見47.4港元創去年3月25日以來逾15個月新低;呷哺呷哺、海底撈均跌逾5%,九毛九跌逾4%。高盛最新發報吿指,其覆蓋研究的中資餐飲股在復甦的路上有不同的表現,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。高盛下調頤海國際的評級至“沽售”,目標價由100港元降至42港元,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。該行維持海底撈“中性”評級,但目標價由56港元降至45港元,盈利預測亦調低9%至12%,以反映公司新店擴張放慢等因素。高盛亦將呷哺呷哺評級由“買入”下調至“中性”,目標價降至8.7港元,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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