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民生证券4月25日发布研报称,维持巴比食品(605338.SH)推荐评级。评级理由主要包括:1)团餐增速回暖,单店同比仍有缺口;2)成本改善、费效提升,盈利能力显著优化;3)全国化+外延并购拓店,单店及团餐业务恢复下营收有望稳健增长。(每日经济新闻)

Minsheng Securities released a research report on April 25 stating that it maintains the recommendation rating of Babi Foods (605338.SH). The main reasons for the rating include: 1) the growth rate of group meals is picking up, and there is still a year-o

Zhitong Finance ·  Apr 25 09:32
Minsheng Securities released a research report on April 25 stating that it maintains the recommendation rating of Babi Foods (605338.SH). The main reasons for the rating include: 1) the growth rate of group meals is picking up, and there is still a year-on-year gap in single stores; 2) cost improvements, cost efficiency improvements, and significant profitability optimization; 3) nationalization+outward mergers and acquisitions to expand stores, and revenue is expected to grow steadily under the resumption of single-store and group meal businesses. (Mainichi Keizai Shimbun)

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