研報掘金|國泰君安:維持茶百道“增持”評級
國泰君安發佈研報,維持茶百道“增持”評級。茶百道此前公佈2024H1業績,收入23.96億元,經調整淨利潤3.95億元,研報指,期內門店持續擴張,2024H1門店數量8,385家,同比增長20.6%,上半年新開826家,海外業務方面,茶百道已於韓國、泰國及澳大利亞分別開設門店。茶百道於4月在港交所上市後,於8月獲納入恒生綜合指數、恒生綜合大中型股指數、恒生大中型股(可投資)指數、恒生消費指數及恒生港股通指數等。公開信息顯示,茶百道獲調入深港通和滬港通下的港股通標名單,自9月10日起生效。市場普遍認為,納入港股通後,茶百道有望吸引更多中國內地投資者,或將提高流動性和估值水平。
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