周黑鴨(1458.HK)快速拉昇漲超6% 股價創逾2個月新高
格隆匯4月6日丨周黑鴨(1458.HK)今日漲勢明顯,盤中快速拉昇一度漲7%,現漲6.32%報4.88港元,股價創今年1月20日以來新高,暫成交574萬港元,最新總市值116億港元。
公司3月31日公佈業績顯示,去年收益31.86億元,同比減少0.8%;純利減少24.6%至4.07億元;2019年全年派息率維持60%左右水平。中金最新報告稱業績符合預期,並指出:“周黑鴨於去年中開啟第三次創業,提出自營+特許經營、全渠道覆蓋、產品多元化、整合營銷、完善考核體系、優化供應鏈能力等六大戰略。管理層表示今年1月收入增長恢復至雙位數。但由於公司86%收入來自線下門店,疫情重災區湖北收入佔比45%左右,2月中下旬公司公告疫情高峯時點關閉門店近1000家,同時考慮人工、店租等剛性費用,預計疫情影響下全年收入和淨利潤或面臨挑戰。不過,隨着國內疫情的緩解,湖北工廠已復工,湖北省外80%以上門店恢復營業,客流量在緩步恢復中,湖北地區亦逐步開店。疫情或對公司業績造成短期擾動,但公司長期戰略改革前景清晰,各項戰略加速推進,仍看好公司新戰略下的長期改善前景。”
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