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港股异动|香港零售股普跌莎莎国际跌逾4%领跌
格隆汇 08-07 15:45
格隆汇8月7日丨香港零售股普跌,莎莎国际(0178.HK)跌逾4%领跌,利福国际跌近4%,周大福跌逾2%,而周生生和六福则小幅上涨。野村最新发研报指,随着香港部分活动持续、宏观贸易环境、香港消费情绪低迷,预计将影响下半年香港零售表现。该行偏好受影响较少的香港零售股,予周大福“买入”评级。野村此前已将莎莎的评级下调至“减持”,因预期相关零售股在港业务比重较高,将持续受压。花旗近日亦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。
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