–3Q rev/np -11%/40%; a significant miss
4Q preview: rev/np reach RMB30.7bn/1.1bn
- 第二季度 rev / np + 8% / 14% 的重复强度
–3Q reported/cFX rev +3%/+10%; Miu Miu +48%
–3Q preview: flattish rev/EBITDA growth
–1H rev/np +23%/25%; a neat beat on tea beverage
- 2Q rev / np + 33% / 49% ; 强度延长至 2H
业绩符合预期,Q2 Rev PAR恢复超疫前
- 2Q Rev / NP + 20.4 / 21.0% , 如预先公布
–1H core rev/np +3%/10%; a surprising beat