智通财经APP获悉,中金发布研报称,看好蜜雪集团(02097)在外卖补贴退坡下实现相对稳健业绩增长,建议关注早餐等新品类测试效果、幸运咖和福鹿家发展潜力、以及海外存量市场调整和新市场拓展情况。维持跑赢行业评级,目标价为555港元。中金主要观点如下:外卖补贴退坡下仍有望实现相对稳健业绩增长受益于外卖补贴,该行估计公司Q3单店收入同比显著增长。Q4外卖补贴退坡下多数品牌同店增速环比回落、表现分化(该行...
Source Link智通财经APP获悉,中金发布研报称,看好蜜雪集团(02097)在外卖补贴退坡下实现相对稳健业绩增长,建议关注早餐等新品类测试效果、幸运咖和福鹿家发展潜力、以及海外存量市场调整和新市场拓展情况。维持跑赢行业评级,目标价为555港元。中金主要观点如下:外卖补贴退坡下仍有望实现相对稳健业绩增长受益于外卖补贴,该行估计公司Q3单店收入同比显著增长。Q4外卖补贴退坡下多数品牌同店增速环比回落、表现分化(该行...
Source LinkDisclaimer: 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.