智通财经APP获悉,特海国际(09658)再涨超5%,绩后累计涨幅已超75%。截至发稿,涨5.2%,报23.25港元,成交额1826万港元。
消息面上,特海国际此前发布三季度业绩,三季度实现营收1.98亿美元,同比增长14.6%;经营利润率7.5%,同比+1.8pct;归母净利润3770万美元,2023年三季度为-140万美元,华泰证券指出,公司年内较好平衡开店速度与单店质量,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。
民生证券指出,特海在管理及餐厅运营经验上与国内海底捞一脉相承,餐厅经营管理能力得到验证;公司持续考虑本土实际情况提供创新菜品以更好实现本地人群的渗透。2024年以来,特海整体翻台率保持在3.8-3.9次/天的健康水平,整体单店日均销售收入稳中有升,三季度为1.77万美元,同店持续保持增长,门店经营利润率也自2023年以来呈改善趋势,整体经营数据&盈利能力呈上升态势。
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