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梁文軒先生 (Eddie Leung)
助理經理

現任職輝立交易員,對投資股票、期權經驗豐富。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
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大家樂集團 (00341)

Friday, January 04, 2019 Views1788

大家樂集團主要業務經營連鎖式快餐店及分銷業務,採用中央食品加工設施,確保食品質素及成本監控。集團品牌包括 大家樂、一粥麵、泛亞飲食、活力午餐、意粉屋、利華超級三文治、上海姥姥、米線陣」、THE CUP及 丼丼亭。

 

- 截至2018年9月止六個月,集團營業額上升1﹒7%至41﹒99億元,股東應佔溢利上升16﹒2%至2﹒39億元。期內業務概況如下:

    

(一)整體毛利增加5﹒1%至5﹒15億元,毛利率上升0﹒4個百分點至12﹒3%;

(二)香港:營業額上升0﹒8%至36﹒08億元,佔總營業額85﹒9%,分類溢利增長10%至3﹒89億元;

(三)中國內地:營業額上升7﹒7%至5﹒91億元,佔總營業額14﹒1%,分類溢利增加2﹒6%至7832萬元;

(四)期內,大家樂快餐之同店銷售增加2%,一粥面之同店銷售則增加1%;截至2018年9月30日,集團合共經營292間速食餐飲及機構飲食門店,包括164間大家樂快餐分店、78間泛亞飲食及50間一粥面;

(五)於2018年9月30日,集團之現金及現金等值項目為5﹒96億元;流動比率為1﹒1倍(2018年3月31日:1﹒4倍),沒有任何外部借貸。

 

集團業務穩定,有一定市場佔有率,隨着嚴謹的成本控制,利潤應可逐步回升。

 

目標價: 22.18元

 

建議買入價: 19元

 

止蝕位:18.1元

 

參考資料來源:

www.etnet.com.hk

 

本人為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有九龍倉置業<341>證券的所有相關財務權益

 

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