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黃德几 - （341）大家樂中長線看6.5元
大家樂（341）截至2026年3月31日止年度，收入按年跌4.5%至81.83億元；經調整EBITDA 5.73億元，跌16.7%；股東應佔溢利1.64億元，跌29.5%；每股基本盈利0.29元。毛利率由10.4%收窄至9.5%，反映市道淡、減價戰烈。管理層指，續租租金回落、節流，加上兩地供應鏈協同，令下半年毛利率較上半年改善約2.5個百分點。換句話說，全年跌幅主要集中在上半年，下半年已經喘定，並非一路向下。
技術上，其股價六月中旬開始出現突破性上升走勢，升至5.91元高位遇到阻力，獲利回吐後，STC有短線買入訊號，MACD熊差距收窄，未持貨可考慮5元吸納，中長線目標價看6.5元，若跌穿4.79元止蝕。
Usmart盈立證券
研究部執行董事
筆者為證監會持牌人
黃德几
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