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港股异动 | 香港零售股普跌 莎莎国际(0178.HK)跌逾6%领跌
格隆汇 09-05 10:45
格隆汇9月5日丨香港零售股昨日大涨后,今日逆市普跌,莎莎国际(0178.HK)跌6.84%领跌,六福集团(0590.HK)跌逾4%,利福国际跌逾2%,周生生跌逾1%。上周五(8月30日),香港统计处发表最新的零售业销货额数据指,香港今年7月珠宝首饰、钟表及名贵礼物的销货价值同比下跌24.4%,服装销货价值同比下跌13%,药物及化妆品同比下跌16.1%。此前高盛曾发研报指,基于目前疲弱的零售市道及同店销售表现,对香港零售股进行了压力测试后,下调周大福、六福及莎莎2020至2022财年盈利预测。该行认为,于覆盖的零售股中,莎莎是最弱势,主因香港业务盈利贡献占比较大。相对而言,近年周大福及六福之内地业务比重已逐步提升,惟面对金价持续上升而令销售疲弱。花旗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。
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