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交流速递|小菜园(0999.HK)基本面继续优化,短中长期均具价值催化剂
Ge Long Hui· 2025-06-27 11:21
从经营状况来看,小菜园5月同店回正(此前口径更正),6月并未受到"禁酒令"影响,保持持续修复, 下半年预计同店持平或微涨。 踏入2025年,餐饮行业的"激烈生存战"仍在持续,但另一方面,部分餐饮龙头的经营韧性也进一步凸 显,提供出较好的结构性机会。大众便民餐饮龙头小菜园便是值得留意的一位。 近日,小菜园股价表现一度强势,同时引发东吴证券、华泰证券等多家机构的关注和看好。 其中,华泰证券的交流纪要更以最新视角揭示了小菜园的基本面优化,为市场认知小菜园的价值潜力提 供充分的依据。 我们具体梳理核心看点如下: 1)短期:同店修复、盈利提升,单店效率与门店数量并进 根据国内门店空间测算,保守预计小菜园能够再开2000-3000家,市占率仍有提升空间。同时,小菜园 愿景还是"有华人的地方就有小菜园",国内门店规模达到3000家后将重点发力海外,也预计今年落地香 港。 在此基础上,小菜园同样将菜手视为核心品牌,将通过建设菜手卡位社区食堂潜力方向,当前菜手已开 4家店,已逐步形成稳健的单店盈利模式。 同时,小菜园追求长期主义,进一步夯实股东回报可期。 比如,这体现在小菜园内部激励体制较优,构筑组织力的深厚护城河,锻造持续创 ...
Farmers & Merchants Bancorp(FMAO) - 2024 Q4 - Earnings Call Presentation
2025-06-27 11:18
2024 Fourth Quarter Investor Presentation NASDAQ: FMAO Forward Looking Statement Statements contained in any portion of the Company's annual meeting may be forward-looking statements, as that term is defined in the private securities litigation reform act of 1995. Forward- looking statements may be identified by the use of such words as "intend," "believe," "expect," "anticipate," "should," "planned," "estimated," and "potential." Such forward-looking statements are based on current expectations but may dif ...
富士高实业(00927) - 2025 - 年度业绩
2025-06-27 11:18
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 全年業績公佈 截至2025年3月31日止年度 財務摘要 富士高實業控股有限公司(「本公司」)董事會(「董事會」)欣然公佈本公司及其附屬公司 (「富士高」或「本集團」)截至2025年3月31日止年度之經審核綜合業績。 本年度業績已經本公司審核委員會審閱。 * 僅供識別 - 1 - – 收入:925,600,000港元,下跌6.7%(2024:992,500,000港元) – 毛利率:26.6% ,上升8.9個百分點(2024:17.7%) – 本 公 司 股 權 持 有 人 應 佔 虧 損:36,100,000 港元,下跌 310.3%(2024:溢利 17,200,000港元) – 每股基本虧損:8.5港仙(2024:每股基本盈利4.0港仙) – 末期股息(每股):5.0港仙(2024:末期及特別末期股息6.0港仙) 綜合全面收益表 截至2025年3月31日止年度 | | | 2025 | 2024 | ...
SunCar Technology Group (SDA) Earnings Call Presentation
2025-06-27 11:16
Leading Technology Platform For B2B Auto eInsurance & Services Investor Presentation 1 May 2025 Cautionary Statement Concerning Forward Looking Statements This investor presentation may contain forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and Section 27A of the Securities Act of 1933, as amended. All statements other than statements of historical fact are "forward-looking statements" for purposes of this investor presentation. In some cases ...
Acumen Pharmaceuticals (ABOS) Earnings Call Presentation
2025-06-27 11:15
Corporate Presentation May 2025 1 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Any statement describing Acumen's goals, expectations, financial or other projections, intentions or beliefs is a forward-looking statement and should be considered an at-risk statement. Words such as "believes," "expects," "anticipates," "could," "would," "seeks," "aims," "plans," "potential," "will" and similar expres ...
Graphjet Technology (GTI) Earnings Call Presentation
2025-06-27 11:15
Investor Presentation May 2025 Disclaimer Forward Looking Statements Certain statements in this Presentation may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or the Company's future financial or operating performance. For example, projections of future revenue and other metrics are forward-looking statements. In some cases, you c ...
波司登24/25年度业绩:实施“双聚焦”战略,营收、净利连续8年双增长
Cai Jing Wang· 2025-06-27 11:13
随着市场需求的不断变化,波司登积极应对,持续创新产品品类。春夏季打造防晒衣、单壳冲锋衣等功 能性外套,拓展冲锋衣鹅绒服、升级极寒极地系列、开展城市品牌联名。这些品类创新为非旺季销售带 来增量,提升品牌热度,赋能主业。 基于"双聚焦"战略的指引,波司登在业务发展上取得显著成果。品牌坚持"聚焦羽绒服主航道、聚焦时 尚功能科技服饰主赛道",使得品牌羽绒服收入增长11.0%至约216.68亿元,创同期新高。同时,贴牌加 工管理业务也实现良好发展,收入达33.73亿元,同比上涨26.4%。旗下雪中飞品牌深挖"冰雪"基因,发 力线上业务,收入约22.06亿元,同比增长9.2%。而这些业绩增长,与波司登的渠道建设战略紧密相 连。 在渠道建设方面,波司登积极布局并优化运营。通过拓展TOP店、分层级分店态精细化运营,实现经销 渠道增长,优化渠道质量,提升运营效率。在线上销售方面,品牌大力推动抖音等新兴平台建设。2024 年9月,借抖音平台推广轻薄羽绒服并举办大秀。2024/25财年,波司登品牌在抖音新增粉丝超100万, 至2025年3月31日,抖音粉丝约1000万。同期,在天猫及京东平台新增粉丝约700万、会员约300万,至 ...
新兴光学(00125) - 2025 - 年度业绩
2025-06-27 11:13
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不 對 因 本 公 告 全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 SUN HING VISION GROUP HOLDINGS LIMITED 新興光學集團控股有限公司* (於百慕達註冊成立之有限公司) (股份代號:125) 截至二零二五年三月三十一日止財政年度 業績公告 新 興 光 學 集 團 控 股 有 限 公 司(「本 公 司」)董 事(「董 事」)會(「董 事 會」)謹 此 公 佈 本 公 司 及 其 附 屬 公 司(「本 集 團」)截 至 二 零 二 五 年 三 月 三 十 一 日 止 年 度 綜 合 業 績 連 同 去 年 比 較 數 字 如 下: * 僅供識別 – 1 – 新興光學集團控股有限 公 司 附 註: 綜合損益及其他全面收入表 截至二零二五年三月三十一日止年度 | | | | | | | | | 二零二五年 | | 二零二四年 | | | | --- | --- | --- | --- | ...
Urban-Gro (UGRO) Earnings Call Presentation
2025-06-27 11:11
Investor Presentation Nasdaq: UGRO An integrated professional services and Design-Build firm. Licensed Experts Sectors Served Global Footprint February 2025 Nasdaq: UGRO Safe harbor statement Except for historical information, all of the statements, expectations, and assumptions contained in this presentation are forward-looking statements. Forward-looking statements include, but are not limited to, statements that express our intentions, beliefs, expectations, strategies, predictions or any other statement ...
Germany tells Apple, Google to block DeepSeek as the Chinese AI app faces rising pressure in Europe
CNBC· 2025-06-27 11:09
In this photo illustration, the DeepSeek logo is seen displayed on a smartphone screen and in the background, the flag of the European Union.One of Germany's data protection watchdogs on Friday said DeepSeek's app illegally sends user data to China and asked Google and Apple to consider blocking the artificial intelligence service.Berlin's data protection commissioner Meike Kamp said in a statement that DeepSeek's transfer of German user data to China is "unlawful." There is not a readily available way to g ...