智通财经APP获悉,九毛九(09922)尾盘跌超4%,截至发稿,跌4.12%,报2.79港元,成交额4484.58万港元。
消息面上,九毛九此前公布,2024年第四季度,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24.6%、26.9%及18.5%。大摩表示,九毛九主要品牌"太二"第四季度有新店关闭,因此预计门店网络以及同店运营将需要一段时间优化。
交银国际则表示,太二品牌正进行积极调整,预计3月底落地。公司正积极调整门店风格,加强菜单设计和菜品创新。该行指出,公司从原本清晰的开店目标调整为谨慎的动态调整策略,则反映对未来的谨慎态度,加上行业竞争仍未见缓和迹象,该行进一步下调财务预测以反映谨慎预期。维持“中性”评级,目标价由2.59港元下调至2.56港元。
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