港股異動 | 餐飲股反彈 九毛九(9922.HK)漲超7%
格隆匯1月18日丨昨日集體走低的餐飲股今日反彈,九毛九(9922.HK)漲超7%,海底撈漲超2%,呷哺呷哺、頤海國際等跟漲。去年全年,海底撈累跌70.51%,頤海國際累跌68.57%,呷哺呷哺累跌65.42%,九毛九累跌41.85%,百勝中國累跌13.22%。高盛最新發研報指,全線下調其內地餐飲股目標價,將其所覆蓋內地餐飲股2022年盈利預測下調7%至40%。 高盛指,九毛九為該行行業首選,也看好百勝中國,二者均予“買入”評級,認為兩者都表現出穩健的執行力和業務韌性、擴張軌道和新興的多品牌組合。此前瑞信亦將九毛九2021、2022及2023年的盈利預測分別下調11%、19%及19%,目標價由33港元下調至23港元,評級“跑贏大市”;料2022年和2023年的淨利潤按年分別增長75%/42%,是該行在餐飲股的首選。

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