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招銀國際:九毛九(9922.HK)業績復甦進度領先同業 維持“買入”評級
格隆匯 07-08 15:36

招銀國際維持九毛九(9922.HK)“買入”評級。

招銀國際稱,預計該公司截至6月底的上半年營收將同比減少約23%,主要原因是來自九毛九及其他品牌的收入分別預期減少約61%及24%。

招銀國際還指出,九毛九上半年錄得虧損在預料之內,對於該公司下半年的業績展望持正面看法;由於該公司復甦進度領先同行業,其中旗下太二品牌的上座率已恢復至正常水平的90%-105%;同時開設新店進度符預期,預計上半年新開20-30家店,全年目標80家新店的目標可以達到;但是九毛九位於北京地區的門店數量較少,太二僅得5-10家,6月份受北京地區公共衞生事件二次爆發的輕微影響;目前已關閉多家虧損的門店。總而言之,若該股股價下行,招銀國際認為這是長線投資者的潛在機會。

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