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港股異動 | 九毛九(9922.HK)大漲10%續創新高 市值超450億港元
格隆匯 02-01 11:46
格隆匯2月1日丨九毛九(9922.HK)延續強勢行情,現拉昇至10%,報31.65港元再創歷史新高價,總市值超450億港元。
格隆匯日前文章《九毛九為什麼這麼強?還能更強嗎?》提到,預計九毛九21年和22年的歸母淨利潤分別是4.5億和6.5億,對應的估值分別是79倍和55倍。這個估值確實不便宜,但考慮其高成長性和高確定性,又有其合理之處。另外,除了太二外,九毛九下面還有個慫火鍋可能成為黑馬。
有機構預計2021年太二對九毛九整體營收貢獻將達到80%,公司層面整體運營效率進一步加強,從而拉動利潤率水平提升。

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