【港股通】呷哺呷哺(00520)涨逾5.4% 国泰君安料其降本提效战略在今年逐步显现

凤凰网港股2023-03-30

呷哺呷哺(00520)回升走高，盘中曾一度升逾10%，最新报6.78港元，仍涨5.44%，成交额4452.4万港元。国泰君安指，维持呷哺呷哺“增持”评级。考虑呷哺重启扩张，凑凑延续增长，降本提效战略有望在2023年逐步显现，上调2023-2024 年、新增2025年EPS 预测为0.32（+73%）/0.59（+113%）/0.99 元，考虑公司还处于品牌调整阶段，给予2023 年25x 估值（约为行业0.75 倍估值折价），对应目标价10.0 港币（+73%）。

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