特海国际(09658)盘中涨近9%,截至发稿,股价上涨7.54%,现报18.26港元,成交额2048.56万港元。
国金证券指出,由于行业需求疲软及价格战加剧,上市公司餐饮品牌同店压力增大,但其中仍有逆势表现较好品牌。其中特海国际24年同店收入增长7.1%,得益于海外市场需求相对强,以及公司自身运营提效、翻台提升。
兴业证券此前指出,特海国际全年业绩符合预期,2024 年平稳开店,自下而上原则下审慎评估每家门店开店机会;客单价回升、客流持续增长,推动单店店效提升;伴随店效提升和成本持续优化,公司的门店经营利润率也维持提升趋势。尽管非经常项目对净利润造成阶段性短期影响,但从经营层面来看,公司的品牌力驱动、管理赋能带来内生盈利能力持续增长,我们看好公司的稳健经营、内生提质、海外持续拓店,建议投资者关注。
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