港股异动 | 敏华(1999.HK)急升近9%破顶 市值超600亿港元
格隆汇12月18日丨敏华控股(1999.HK)急涨至8.75%,高见16.46港元再创新高价,年内股价已累计大涨200%。总市值高达623.79亿港元。公司9月底止的门店数目按年增加30%,汇丰研究相信未来1至2年会继续增加店铺数目。将2021至2023财年的收入预测均上调。麦格理则指出,为支持内地收入增长,公司为特许经营店提供了装修补贴并加大了回赠,但会拖累毛利率收窄,故预测2022及23财年的增长将分别减慢至24%及20%。虽大幅上调目标价64.4%至9.7港元,但仍远低于现价。此外,据格隆汇APP显示,近期在高位仍受南下资金持续加仓,港股通最新持仓比例为21.37%。

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