大摩认为，对于九毛九和许多全方位服务的餐厅来说，冬季是旺季，而2024年第四季的同比比较基数较低，这两者对近期的股市情绪都有利。年初至今，该股股价累跌约35%，表现跑输MSCI中国指数。JIUMAOJIU (09922) fell over 6% in the early morning; as of the time of writing, it is down 5.85%, priced at 3.86 HKD, with a trading volume of 45.4503 million HKD.
According to the Zhitong Finance APP, JIUMAOJIU (09922) fell over 6% in the early morning; as of the time of writing, it is down 5.85%, priced at 3.86 HKD, with a trading volume of 45.4503 million HKD.
Goldman Sachs released a Research Report stating that JIUMAOJIU's weakness after the National Day holiday continued in November, indicating that the recovery level from October to November is lower than that of the pre-pandemic era in the third quarter. So far, the 4Q same-store sales growth (SSSG) has lagged behind the bank's expectations, especially for the TAI ER brand (considering the lower base, the bank expects 4Q SSSG to be -13%, compared to -18% in 3Q).
Morgan Stanley believes that for JIUMAOJIU and many full-service Restaurants, the winter is a peak season, and the low year-on-year comparison base for the fourth quarter of 2024 is favorable for recent market sentiment. Year to date, the stock price has fallen approximately 35%, underperforming the MSCI Chinese Index.
