华尔街财圈
04-22 10:27
$绿茶集团(06831)$
当前市场给绿茶12倍PE,本质上还是按"国内餐饮股"定价,但公司的基本面正在发生范式转移,现在绿茶正从区域到全球 海外业务2025年起步,2026年利润贡献20%,2028年有望达30%。届时,绿茶将从"中国餐饮公司"变为"全球餐饮集团",估值锚定对象应从海底捞变为百胜中国(PE 20倍)或麦当劳
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