摩根大通将古茗(01364.HK) 2025至2027年每股盈利预测上调约1%,目标价由35港元微升至36港元,予“增持”评级,继续列为行业首选。报告提到,古茗管理层预期2026年有机同店交易总额(GMV)将由按年负增长5%至持平;如新产品如早餐等渗透率加快提升,则有机会按年升5%;该行维持2026年平均同店交易总额按年高单位数下跌的预测。同时,管理层对特许经营网络持积极看法,但预期对毛利率有轻微...
Source Link摩根大通将古茗(01364.HK) 2025至2027年每股盈利预测上调约1%,目标价由35港元微升至36港元,予“增持”评级,继续列为行业首选。报告提到,古茗管理层预期2026年有机同店交易总额(GMV)将由按年负增长5%至持平;如新产品如早餐等渗透率加快提升,则有机会按年升5%;该行维持2026年平均同店交易总额按年高单位数下跌的预测。同时,管理层对特许经营网络持积极看法,但预期对毛利率有轻微...
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