港股异动 | 餐饮股反弹 九毛九(9922.HK)涨超4%
格隆汇5月11日丨餐饮股反弹,结束此前四日连跌的走势,其中,九毛九(9922.HK)涨超4%,呷哺呷哺、海底捞涨超2%。大和最新发研报指,九毛九旗下的品牌“九毛九”及“太二酸菜鱼”于5月1至4日假期期间,可比的同店销售额表现已分别恢复至2019年同期的92%及108%,其中太二分店的翻台率更较今年首季有明显提升,未有受部分餐点加价所影响。该行重申“买入”评级,目标价上调至34.5港元(原本31.5港元),以反映九毛九及太二品牌调整后企业价值倍数。高盛亦曾更新行业预测,料今年按年录19%复苏,或较2019年水平高出2%,2019至2026年年均复合增长料8%。该行将行业首选由百胜中国转至九毛九,并首予九毛九“买入”评级,目标价38港元,纳入“确信买入”名单;予呷哺呷哺“买入”评级,目标价18港元;海底捞“中性”评级,目标价56港元。

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