大行評級|瑞銀:首予蜜雪集團435.59港元的目標價 看好其供應鏈能力和加盟模式
瑞銀髮表研報指,蜜雪集團集團主攻中國大眾市場,按2024年門店數量計是目前國內最大現制飲品企業,在全國共有超過4.1萬間店,在海外亦有4,895間分店,幾乎全為加盟店。瑞銀目前預測蜜雪2025至2027年收入及淨利潤年均複合增長率將達到18%及19%,看好其供應鏈能力和加盟模式,首次給予“中性”評級,目標價為435.59港元。
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