港股异动 | 达势股份(01405)涨超10% 巴菲特建仓达美乐比萨 达美乐中国门店突破1000家

智通财经
15 Nov 2024

智通财经APP获悉,达势股份(01405)早盘涨超10%,截至发稿,涨9.52%,报79.95港元,成交额2067.02万港元。

消息面上,巴菲特旗下伯克希尔·哈撒韦公司13F报告显示,其第三季度新买入达美乐比萨公司3.7%的流通股。值得一提的是,据官方最新披露,达美乐中国门店总数已突破1000家。达美乐中国CEO王怡此前表示,未来在中国市场至少能开5000店。

国金证券研报指出,达势股份品牌势能强劲,同店、开店表现领先,基本面向好。1H24公司收入20.4亿元/+48%,经调整净利润5089万元,经调整EBITDA 2.3亿元/+84%。餐饮行业压力偏大情况下,公司1H24同店销售额同比+3.6%、逆势增长。

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