港股異動 | 敏華控股(1999.HK)漲7%逼近歷史高價 市值超750億港元
格隆匯2月2日丨敏華控股(1999.HK)拉昇至7%,報19.02港元逼近歷史高位,總市值超750億港元。格隆匯1月26日文章《估值漂移,敏華控股(1999.HK)還有多少上漲空間?》提到,敏華的成長得益於短期內快速開店紅利,長期來看,同時受益於功能沙發市場集中度的提升和竣工週期的回暖。作為具有品牌消費類屬性的公司來説,估值方面有明顯優勢。數據顯示,截至FY21上半年末,公司國內門店數量總計3532家,較FY20年末淨增加658家。未來兩年每年1000家以上開店計劃。

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