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港股大跌,奈雪的茶(2150.HK)逆市飄紅引領消費股
格隆匯 04-21 17:23
格隆匯4月21日丨奈雪的茶(2150.HK)連升兩日,今日逆市收漲2.78%,報4.81港元,總市值82.5億港元;盤中最高漲3.8%,報4.86港元。奈雪的茶14日公佈,2022年第一季度淨新增37間奈雪的茶茶飲店,關停3間奈雪的茶茶飲店,並將3間奈雪的茶標準茶飲店轉為奈雪PRO茶飲店。截至2022年3月31日,集團共經營854間奈雪的茶茶飲店。集團正在積極推進既定的降本措施,增強經營韌性,降低疫情反覆及經濟環境變化對集團的影響。摩通發表研報指,中國疫情發展,為餐飲及零售行業帶來挑戰。研報指出,奈雪的茶麪對行業困境下仍維持今年開設350家新店的目標,預期開店計劃將為公司帶來更大虧損,但一旦疫情回穩,防疫措施鬆綁,預期消費需求將復甦,該行予目標價7港元,評級“增持”。國泰君安認為,中短期看奈雪快速開店,長期看零售產品拓展、品牌力/運營效率進一步提升,維持2023年目標價6港元及“增持”評級。

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