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港股異動 | 敏華(1999.HK)急升近9%破頂 市值超600億港元
格隆匯 12-18 10:47
格隆匯12月18日丨敏華控股(1999.HK)急漲至8.75%,高見16.46港元再創新高價,年內股價已累計大漲200%。總市值高達623.79億港元。公司9月底止的門店數目按年增加30%,匯豐研究相信未來1至2年會繼續增加店鋪數目。將2021至2023財年的收入預測均上調。麥格理則指出,為支持內地收入增長,公司為特許經營店提供了裝修補貼並加大了回贈,但會拖累毛利率收窄,故預測2022及23財年的增長將分別減慢至24%及20%。雖大幅上調目標價64.4%至9.7港元,但仍遠低於現價。此外,據格隆匯APP顯示,近期在高位仍受南下資金持續加倉,港股通最新持倉比例為21.37%。

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