投行繼續看空,海底撈(6862.HK)再度跌近6%,市值不足1600億
格隆匯7月30日丨海底撈(6862.HK)跌勢不止,再度跌近6%,低見28港元續創調整新低價,總市值已不足1600億港元。
公司日前披露的最新業績預吿顯示,今年1-6月,海底撈實現收入翻倍,達到約200億元,淨利潤將實現8000萬元至1億元,同比扭虧為盈。但2019年同期,海底撈實現淨利潤9.12億元。由此看來,海底撈距恢復至疫情前盈利水平還有較大差距。海底撈指出,與2020年上半年相比,公司在2021年上半年由虧轉盈,但該業績並不能達到公司管理層的預期。
野村東方國際削海底撈目標價43.6%,指利潤率壓力明顯高於預期;華泰證券指出,公司1H21利潤不及預期,將目標價下調至36.5港元;東北證券表示,公司盈利不及預期,靜待經營築底調整;瑞信指海底撈中期業績指引遜預期,料市場反應負面。

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