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《大行报告》大和上调九毛九(09922.HK)目标价至34.5元 评级「买入」
阿思达克 05-11 10:48
大和发表研究报告,九毛九(09922.HK)旗下的品牌「九毛九」及「太二酸菜鱼」於5月1至4日假期期间,可比的同店销售额表现已分别恢复至2019年同期的92%及108%,其中太二分店的翻台率更较今年首季有明显提升,未有受部分餐点加价所影响。

报告指出,今年首四个月太二新开42家分店,开店步伐符合全年120家新店的目标,未见出现人手紧张等阻碍,预期新店可维持於开业1至2个月後达到收支平衡。至於九毛九,虽然未有重启开店计划,但大和预期透过改善店铺面积效率,营业额可提升逾10%。

大和重申对九毛九的「买入」评级,目标价上调至34.5元(原本31.5元),以反映九毛九及太二品牌调整後企业价值倍数。

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