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港股异动|香港零售股普跌六福(0590.HK)跌逾6%领跌
格隆汇 08-05 14:06
格隆汇8月5日丨香港零售股普跌,六福国际(0590.HK)跌6.73%领跌,利福国际、莎莎国际跌逾6%,周大福跌逾4%,周生生跌逾3%。花旗发研报指,受近期香港部分活动影响,将香港零售股盈利预测下调介乎6%至27%,以反映同店销售展望转弱。该行估计利福及莎莎最受影响,源于其盈利主要依赖香港市场。由于周大福及六福香港市场仅占核心经营利润的20%及40%,所以影响料较温和。此外,麦格理亦指,香港6月零售销售货值按年跌6.7%,远逊市场预期,跌幅亦较5月大幅扩大,料7及8月零售销售跌幅加剧。不过,该行相信投资者应考虑利用机会趁低吸纳,由于香港零售股大多估值低企,而自由现金流收益率理想。
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