智通财经APP获悉,特海国际(09658)绩后倒跌逾5%,截至发稿,跌4.85%,报12.56港元,成交额1041.3万港元。
消息面上,特海国际发布2024年第三季度未经审核财务业绩,该集团取得收入1.99亿美元,同比增长14.6%;公司拥有人应占溢利3772.4万美元,去年同期则亏损139万美元,实现扭亏为盈。据悉,2024年第三季度无新店开业,另暂时关闭了位于东南亚的一家餐厅,计划在不久的将来将其作为第二品牌餐厅重新营业。
华泰证券指出,公司年内较好平衡开店速度与单店质量,第三季度作为传统旺季,得益于运营质量强化,同店ASP及翻台均有提升,拉动收入与盈利双增。不同地区来看,东南亚成熟地区维持翻台及客单稳健增长,东亚管理调整效果显著。新CEO上任以来,公司持续打磨全球门店管理和供应链水平、产品力不断增强,该行认为第四季度旺季有望延续高翻台表现。公司积极落地多品牌计划,培育面馆、清真火锅等新品类单店模型,中长期成长潜力可观。
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