港股九毛九(09922)今日盘中大跌5.11%,引起市场关注。
公司2024年第四季数据显示,旗下主要品牌太二(仅限自营)、怂火锅及九毛九同店日均销售额同比分别减少了24.6%、26.9%及18.5%,同店销售遭遇重挫。期内太二还关闭了20家门店,反映业务前景受挑战。
摩根士丹利发布研报,预计九毛九门店网络"下行周期"将延续,削减公司2025年盈利预测22%,将九毛九评级从"与大市同步"下调至"减持",目标价大幅下调39.5%至2.3港元。分析师认为公司现阶段应优化现有业务运营。
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