港股異動 | 餐飲股集體下挫 高盛料其明年上半年仍面疫情影響 普降目標價
格隆匯12月10日丨餐飲股集體下挫,其中海底撈,頤海國際跌4%,九毛九跌3%,高門集團跌近3%,奈雪的茶,呷哺呷哺跌2%,翠華控股,百盛中國跌1%。高盛7日發表報吿,預料疫情將繼續在明年上半年影響內地餐飲股,下調餐飲股盈利預測和目標價。該行認為,九毛九繼續表現出領先的同店銷售的趨勢和按計劃進行的擴張,重申其“買入”評級,目標價由35港元下調至31港元;百勝中國在較早時的業績發佈會上強調了其短期風險,但該行對其質量增長和加速門店擴張目標保持樂觀,門店回報水平健康。該行對百勝中國持“買入”評級,目標價560港元;海底撈早前宣佈的300家門店關閉,該行將其目標價由27港元下調至21港元,評級“中性”;由於關連方銷售下降,該行將頤海國際目標價由39港元下調至36港元,評級“沽售”;考慮呷哺呷哺品牌復甦緩慢,同店銷售增長及毛利復甦放慢,目標價由8港元下調至6.9港元,評級“中性”。

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