富瑞发表研究报告指,古茗(01364.HK) 管理层指引今年增长稳健,新开门店数量与2025年大致相若,同店销售增长至少持平,毛利率稳定。管理层认为外卖平台补贴减少对同店销售增长的影响相对有限,并可被咖啡业务增长、门店升级及新产品所抵消。该行将2026至2028年净利润预测上调16%至24%,以反映去年毛利率改善,以及今年同店销售增长压力低于预期,尽管外卖平台补贴减少。虽然行业在第二至第三季将面对...
Source Link富瑞发表研究报告指,古茗(01364.HK) 管理层指引今年增长稳健,新开门店数量与2025年大致相若,同店销售增长至少持平,毛利率稳定。管理层认为外卖平台补贴减少对同店销售增长的影响相对有限,并可被咖啡业务增长、门店升级及新产品所抵消。该行将2026至2028年净利润预测上调16%至24%,以反映去年毛利率改善,以及今年同店销售增长压力低于预期,尽管外卖平台补贴减少。虽然行业在第二至第三季将面对...
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.