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港股异动 | 餐饮股跌幅居前 百胜中国(09987)绩后重挫14% 九毛九(09922)跌超6%

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百胜中国(09987)业绩不及预期,拖累餐饮股跌幅居前。截止发稿,百胜中国跌14.12%,报351.6港元;九毛九(09922)跌6.12%,报7.98港元;谭仔国际(02217)跌4.62%,报1.24港元;呷哺呷哺(00520)跌1.03%,报2.88港元。

消息面上,百胜中国发布业绩。公司第三季度营收29.1亿美元,市场预期30.6亿美元;净利润2.44亿美元,市场预期2.7亿美元;第三财季同店销售增长4%,分析师预期增长4.92%。

华金证券表示,2023年餐饮数据整体恢复较好,但同店经营指标较19年仍有一定差距。展望2024年,伴随客流进一步改善、消费逐步复苏,看好各公司业绩表现。海通证券则表示,三季度行业实现双位数反弹,预期随着四季度进入餐饮传统旺季,叠加低基数效应,修复确定性较高。

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