海底撈食安事件登熱搜!瑞信降評料關150家虧損門店 市值蒸發3500億港元
知名連鎖餐飲企業海底撈,再次遭曝光發生食品安全事件,海底撈市值較今年最高位蒸發3500億港元。市場監管總局辦公廳日前印發《關於加強連鎖食品經營企業食品安全監管的通知》,要求進一步加強連鎖食品經營企業食品安全監管,全力守護人民羣衆“舌尖上的安全”。瑞信則降評海底撈,預計今年將關閉150家虧損門店,降低目標價20%。
據啓信寶數據顯示,近日,上海撈派餐飲管理有限公司同濟路分公司因生產經營標註虛假生產日期、保質期或者超過保質期的食品、食品添加劑被罰2萬元人民幣。
處罰文書顯示,執法人員在現場抽查時,在廚房配菜區的出菜機中查見1盒過期“撈派豆花”,上述過期食品未標明不再使用。值得關注的是,海底撈上述食品安全事件很快衝上微博熱搜榜。
回顧近年來,海底撈多次被曝光食品安全事件。該公司官網上公佈自查出的問題包括食材過期問題、設備失效問題,還有不衛生操作等。
就在上月,河南電視臺報道稱,在河南鄭州海底撈新世界百貨店,耿女士與朋友就餐時發現一份售價72元/200克的撈派脆脆毛肚,上菜後實際只有138克。隨後,海底撈緊急迴應稱是由於產品特性導致水分流失。
再回溯至2017年5月初,《法制晚報》記者通過面試進入海底撈北京勁鬆店,並於7月底轉往海底撈太陽宮店。
記者發現,兩店的配料房、上菜房、水果房、洗碗間等藏有老鼠,甚至出現爬進食物櫃的現象。用來清掃下水道的掃把、抹布等,還會用來清潔洗碗機和儲物櫃,並在洗碗池清洗。
近期,海底撈股價持續下跌。11月1日盤中一度跌近6%,至20.55港元,爲連續第8日下跌,股價創出2019年2月以來新低。
相比今年2月創出的歷史最高位85.80港元/股,海底撈已跌去76%,市值由最高時逼近4700億跌至目前不足1200億港元,市值蒸發3500億港元。
瑞信表示,近日從消息渠道得悉,海底撈對於暫時關閉部分虧損的門店,以提高整體盈利率持開放態度,因海底撈門店復甦速度慢於同業,而止蝕雖會帶來短期痛楚,但長遠有助提升翻枱率。
瑞信預期,海底撈將於今年關閉150家虧損門店,較原先估計的20間大幅增加,主要由於相關門店持續數季虧損,而且並未有止蝕跡象,而新開的門店則仍需時間去扭虧。
因此,瑞信將海底撈2021年、2022年及2023年新增門店數目預測,由原先的380家、200家及150家,調整爲250家、200家及150家,並提高翻枱率到3.1倍、3.5倍及3.7倍,相應每股盈利降59%、16%及10%。
瑞信將海底撈目標價調低兩成至25.5元,相當於2023年預測市盈率27倍。瑞信指,海底撈正處於轉折點,股價走向將視經營環境會否出現好轉或惡化,維持“中性”評級。
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