智通财经APP获悉，高盛发布研报称，将古茗(01364)纳入亚太区确信买入名单。该行分析师预期，古茗未来两年的经调整净利润同比增长将超过20%，受即制饮品渗透率持续提升及市场份额扩大所支持，令公司在消费板块中跑赢大市，予“买入”评级及目标价32港元。
该行报告指，古茗持续展示其竞争力，年初至今单店商品交易总额(GMV)增长超过20%，显著好过其他中价位的即制饮品品牌，背后不单止是因为外卖补贴，更归功于公司成功推出新产品和扩张产品类别(如咖啡)，以及强大的执行能力。市场忧虑明年外卖补贴常态化后的同店销售增长，股价较6月高位回落23%。不过，该行认为门店稳步扩张及增加产品类别和享用情境，可支持公司增长。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.