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港股異動 | 餐飲股全線大跌 海底撈(6862.HK)跌逾9%
格隆匯7月27日丨餐飲股全線大跌,海底撈(6862.HK)、九毛九(9922.HK)均跌逾9%,頤海國際跌逾7%,味千、呷哺呷哺等紛紛走低。野村發研報指,將海底撈目標價由82.6港元大幅下調至46.6港元,重申其“買入”評級。該行稱,由於海底撈今年上半年的淨利潤指引遠低於預期,而且火鍋行業的復甦速度也慢於預期,將其2021和2022財年的盈測分別下調22.6%和10.2%,以反映該行將2021財年的翻桌率假設從4.1次下調至3.6次,以及2020至2021財年積極的門店擴張帶來的成本增加。麥格理亦指,雖然海底撈收入符合預期,但純利復甦進展遠遜該行預期,因此對集團保持觀望,認為其復甦持續落後於同業,且不確定何時會出現轉折點。該行將其目標價降至45港元,評級維持“中性”,並調低集團今明兩年盈利預測分別29.7%及21.1%。

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