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港股異動 | 餐飲股普跌,瑞信下調餐飲股目標價
格隆匯7月14日丨餐飲股普跌,海倫司跌3.2%,九毛九、呷哺呷哺、海底撈跌超2%。瑞信研報指,在基本情景假設下,估計今年內地餐飲銷售按年跌4.5%至4.5萬億元人民幣,於2019至2025年的年均複合增長率達4.5%。基於內地餐飲業的復甦前景緩慢,將2022及2023年內地餐飲股盈利預測分別下調21%至163%,及0%至44%,並普遍下調目標價。

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