港股異動 | 呷哺呷哺漲近16%,公司發放5億元現金券,機構料困境反轉+疫後復甦帶來業績、估值修復
$呷哺呷哺(00520.HK)$今日再度明顯回升,截至發稿,漲15.72%,報9.13港元,成交額2.57億港元。呷哺指爲助力餐飲消費復甦,預計發放5億元現金代金券。國金認爲,公司核心看點爲α層面困境反轉+β層面疫後復甦帶來業績、估值修復,首予“買入”。
12月21日,呷哺集團表示,爲助力餐飲消費復甦,推出充值優惠活動,預計發放5億元的現金代金券。活動上線4天,呷哺呷哺的儲值佔比近60%,累積儲值金額超2000萬元。
據機構跟蹤公司各品牌在線等位情況,12月16日當週,呷哺呷哺:上海平均等位數明顯領先;湊湊:整體單店數據表現亮眼;趁燒:熱度趨穩。近日,國金證券指,公司核心看點爲α層面困境反轉+β層面疫後復甦帶來業績、估值修復,預計22E~24E歸母淨利-2.4/3.2/6.5億元,目標價9.7港元,首次覆蓋給予“買入”。
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