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大行評級 | 高盛:料九毛九今年盈利受同店銷售復甦帶動 重申“買入”評級
格隆匯 02-21 14:28
格隆匯2月21日丨九毛九(9922.HK)發盈警料去年收入約40.06億元(人民幣.下同),高盛發研報指,意味着去年下半年的銷售額為21.07億元人民幣,比該行預期的19.5億元人民幣高8%,相信今年的盈利上行將受惠於九毛九品牌業績的改善、領先的同店銷售復甦和太二的持續擴張以及重慶火鍋廠餐廳擴張加速。予目標價27.9港元及重申“買入”評級。該行表示,如果按照該行假定的税率下,排除未實現的外匯損失,這將意味着2022財年及2022財年下半年的經常性盈利不低於1億元人民幣及2800萬元人民幣,較該行預期為低,認為這可能是由於員工成本增加,所帶來的去槓桿壓力增加所致。該股現報1914港元,總市值278億港元。

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