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港股异动丨餐饮股走强 海底捞升6% 呷哺呷哺涨近3%破顶
格隆汇 12-03 11:58
格隆汇12月3日丨港股餐饮股集体上涨,海底捞升6%为最佳,呷哺呷哺涨近3%,盘中创下新高价。九毛九、大家乐集团跟涨。花旗发研报指,海底捞翻台率回复至3.5至4倍,同店翻台率亦回复至去年10月80-90%水平,相信11月可维持。上调海底捞目标价至55港元,评级“中性”。高盛更新对呷哺呷哺盈利预测,以计入开设更多分店和利润前景。在中国餐厅领域,相信领先餐厅中商店扩张的增长主题保持不变。东吴证券指出,餐饮景气低谷已过,环比复苏持续。疫后连锁餐饮有望继续加速布局,品牌化、连锁化率将进一步提升。

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