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大行評級|招銀國際:下調九毛九目標價至2.64港元 調整2024至26年純利預測
格隆匯 08-28 11:10

招銀國際發表研報指指,九毛九的中期業績大致符合預期,整體毛利率及旗下餐廳的經營溢利率均表現強韌,基本面略有改善。九毛九仍致力於轉型,當中以太二及慫兩大品牌最為積極,並已取得一定進展。該行預期下半年盈利前景趨向正面,促銷活動減少及推出新激勵機制,將為盈利空間帶來支持。

不過,該行認為在當前的嚴峻行業和宏觀環境下,除非短期內可看到顯著的數據表現改善,否則難以大幅扭轉現有看法,維持“持有”評級,目標價由原先3.59港元下調至2.64港元,其將該公司2024至2026年純利預測分別下調3%、上調6%及下調3%。

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