港股异动 | 九毛九(09922)跌超5%领跌餐饮股 竞争明显加剧 客单价提升存在压力
餐饮股早盘继续走低，截至发稿，九毛九(09922)跌4.6%，报5.39港元；百胜中国(09987)跌3.42%，报311港元；海伦司(09869)跌3.21%，报3.32港元；呷哺呷哺(00520)跌2.6%，报2.25港元。
海通国际表示，12月国内餐饮上市公司总计收入为127亿元，同比增长19.4%。1-12月累计收入为1662亿元，同比增长23.0%。相较于去年同期，消费者消费意愿表现较弱。餐饮品牌之间竞争明显加剧，客单价提升存在压力。展望2024，连锁餐饮将依托较强地创新及营销能力表现稳健，中小餐饮复苏表现或将弹性较大。
大摩发表报告，下调海底捞、九毛九及呷哺呷哺目标价。该行相信，该等股份目前受压的估值，主要反映宏观不确定性，但忽视个别企业经营改善及增长潜力。该行预期，海底捞去年下半年至今年的盈利率将继续超预期，其强劲资产负债表显示或有潜在回购或增加派息可能。该行亦指，海底捞及九毛九在市盈率来看更具吸引力。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.