港股異動丨九毛九績後高開低走,跌近4%,遭中金下調目標價
連鎖餐飲太二酸菜魚母企九毛九(9922.HK)績後高開低走,目前跌幅擴大至近4%,報5.63港元。九毛九上週五晚公佈業績顯示,2023年收入59.86億元,同比增49.4%;純利4.53億元,同比增8.2倍,派末期息0.15港元,2022年派0.01港元。2023年全年分紅率達到43.1%,這是該公司上市後的歷史最高水平。九毛九期望,日後維持不少於純利40%的派息率。九毛九去年餐廳數量726間,同比增170間。太二、慫火鍋及九毛九翻座率為3、2.8及1.8,2022年為2.6、2.5及1.6;太二、慫火鍋及九毛九顧客人均消費為75、113及58元,同比少2.6%、少11.7%、增5.5%;太二、慫火鍋及九毛九同店銷售增長為18.3%、10.6%及7.4%。業績公佈後,中金維持九毛九“跑贏行業”評級,但目標價下調至7.45港元。中金指出,考慮到消費環境和店銷恢復壓力以及經營去槓桿效應,中金對九毛九2024年的盈利預測進行了9%的下調,預計為5.81億元;同時,對2025年的盈利預測也進行了7%的下調,預計為7.74億元。

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