譚仔國際(02217.HK)料毛利率見底 上半財年同店銷售冀反彈
譚仔國際(02217.HK)主席、執行董事兼行政總裁劉達民表示,去年疫情期間封城及居家工作等因素,影響截至今年3月底止2023財年盈利表現,但今年初起市況復甦及中港通關,經營情況有所改善,預料毛利率已見底,上半財年同店銷售有望錄得增長。
他指出,雖然疫情影響逐步消散,但能源、大宗商品價格上升壓力繼續存在,去年曾上調產品價格,未來繼續留意市場變化及顧客承受能力,不排除會再加價。
上財年公司共開設40間新餐廳,當中香港、內地、新加坡及日本分別佔20、12、6及2間。劉達民透露,年內在拓展分店網絡上取態較審慎,未來會加快於大灣區擴張計劃,並有意將業務拓展至澳洲,2024財年計劃開設約50間新餐廳,當中內地料佔約30間,主打經營成本較低、競爭較少的大灣區二線城市。
至於其他海外市場,他表示將繼續在日本及新加坡拓展業務,亦會研究到東南亞及港人華人較多的其他西方國家開店;本地市場未見飽和,相信有空間發展。
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