智通财经APP获悉,九毛九(09922)午前涨超3%,截至发稿,涨3.24%,报2.55港元,成交额3167.82万港元。
招银国际发布研报称,太二品牌在4月/5月/6月初的同店销售跌幅分别为双位数/低双位数/个位数,明显好于第一季的21.2%。由于去年底开始减少折扣,平均售价转趋稳定,所以二季度季下滑主要因客流减少。但该机构预计二季度太二翻台率约3.3次,比一季度的3.1次有环比改善,主要是因为去年基数低、竞争减少、假期延长和家电补贴带动消费情绪等。门店改造升级带来的影响比较正面。
该行续指,上半年翻台率预计环比改善,虽然公司计划再关70家店,但相关减值已于去年计提。此外,因为单店经济效益提升,盈亏平衡点下降,对利润率影响正面。另外,公司宣布价值2亿的股份回购计划,并会独立于分红。公司在6月6日通过了回购不超过2亿元人民币股份的计划,按2.68港元计约占市值6%。回购不影响分红政策(最少分派40%),而该机构预计25财年分红率为50%,股息率约2%。
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