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《大行報告》高盛重申確信買入九毛九(09922.HK) 料慫火鍋成短期催化劑
阿思達克 07-13 10:45
高盛發表研究報告,重申對九毛九(09922.HK)的「買入」評級(在確信買入名單),指出公司旗下品牌「太二酸菜魚」同店銷售增長表現已恢復至疫情前逾80%水平,與預期一致,廣東省以外地區復甦增長緩和至中單位數;「九毛九」品牌同店銷售亦達到疫情前約60%。

公司今年6月於深圳大型商場KKmall開設「慫重慶火鍋廠」分店,目前正在試營運,中午繁忙時段入坐率達到70%至80%,晚市及週末更受歡迎,管理層透露將在第三季於廣州及上海再開4家新店。

高盛指,九毛九整體復甦情況理想,受惠於多品牌策略,成功捕捉到年輕消費者口味,加上下半年「慫火鍋」發展計劃明確,料成近期催化劑。

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