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《大行報告》大摩首予頤海國際(01579.HK)「增持」評級降呷哺呷哺(00520.HK)至「減持」
阿思達克 08-20 11:32

摩根士丹利發表研究報告,認為長期投資於中國火鍋行業吸引,因為增長前景及潛力強勁。該行指,火鍋是中國餐飲業中增長最快的類別,2018年實現銷售額達5,000億元人民幣,並可受惠於擴展潛力,以及透過其社交及健康的用餐體驗而普及。

該行認為海底撈(06862.HK)出色在於可有多間商店開業及高回報的潛力,但由於估值公允,給予「與大市同步」評級,目標價32元。該行又首予頤海國際(01579.HK)「增持」評級,目標價53.5元,因為公司在優質調味品領域有領先地位,在全國擴張及產品多樣化方面均有潛力。

此外,該行將呷哺呷哺(00520.HK)評級由「與大市同步」降至「減持」,目標價由12元降至9元,並表示關注其同店銷售增長結構性放緩及毛利率受壓。

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