《大行》大摩降九毛九(09922.HK)目标价至2.1元吁减持 料短期股价压力大

阿斯达克财经
Yesterday

摩根士丹利九毛九(09922.HK)  2025至27年每股盈利预测分别下调9%、6%及10%,主要反映年初至今需求弱于预期。自今年次季起,外送平台价格竞争加剧对整体餐饮市场的堂食需求造成进一步压力。该行又将2025至26年收入预测下调13至14%,并将2027年下调10%。
考虑到经营环境困难,该行预期公司将加强成本控制,包括关闭表现欠佳门店及进一步压缩总部开支。因此2025至26年净利润下调幅度略低于收入调整幅度。基于盈利预测下调,该行将目标价由2.3元下调至2.1元,续予“减持”评级。

该行又预料公司股价将于在未来30天内下跌,因恒指公司日前公布将于9月8日起把九毛九从恒生综合指数中剔除,意味着该股将被移出港股通范围。截至8月22日,南下资金持有3.117亿股,占总股本22.3%及自由流通量44.4%,预期调整将于短期内引发显著的沽售压力。(ss/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-25 12:25。)

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