富瑞：上调古茗(01364)目标价至36.6港元加盟商盈利健康助长期增长_老虎社区_美港股上老虎

富瑞：上调古茗(01364)目标价至36.6港元加盟商盈利健康助长期增长

智通财经03-27

智通财经APP获悉，富瑞发布研报称，古茗(01364)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。维持“买入”评级，目标价由31港元上调至36.6港元。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。虽然行业在第二至第三季...

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