《大行報告》大摩相信呷哺呷哺(00520.HK)股價15日內跑輸同業 機會率逾八成
摩根士丹利發表研究報告指,呷哺呷哺(00520.HK)未來15日內的股價將會跑輸同業,估計相關情況發生的機率達80%。主要與公司發布收益有關。公司於上星期發表2023年盈利預警,因超預期關舖及經營去槓桿,導致連續三年淨虧損1.8億元人民幣至2億元人民幣。該行認為表現主要由於同業持續擴張以及2024年淨開店速度放緩,導致公司失去市場份額。預期2024年市場收入和盈利預測均有下行風險,因此該行將呷哺呷哺的目標價由4.3元下調至2.4元,評級為「與大市同步」。
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