摩根士丹利发布研报将九毛九2025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

智通财经
Aug 27, 2025
摩根士丹利发布研报将九毛九2025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。该行将其目标价由2.3港元下调至2.1港元续予“减持”评级。该行又预料公司股价将于未来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。

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