大和发表报告指，古茗(01364.HK) 股价在第二季至今累跌约18%，主要受两大因素影响，一是补贴战高基期下同店销售增长放缓的忧虑，二是新店开业速度低于预期。根据“窄门餐眼”数据，古茗今年首四个月新开590家门店，开店速度较市场预估的2026年净增3,345家明显偏慢。该行下调2026至28年每股盈利预测4%至5%，并将目标价由36元下调至32元，重申“买入”评级。(ha/da)(港股报价延迟...
Source Link大和发表报告指，古茗(01364.HK) 股价在第二季至今累跌约18%，主要受两大因素影响，一是补贴战高基期下同店销售增长放缓的忧虑，二是新店开业速度低于预期。根据“窄门餐眼”数据，古茗今年首四个月新开590家门店，开店速度较市场预估的2026年净增3,345家明显偏慢。该行下调2026至28年每股盈利预测4%至5%，并将目标价由36元下调至32元，重申“买入”评级。(ha/da)(港股报价延迟...
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