周大福(01929.HK)逆市续升8.5%至四个月高 绩後获多间大行维持「买入」评级
早已盈警料中绩倒退的周大福(01929.HK)中绩倒退近21%派息按年减少20%,野村、花旗及大和绩後维持其「买入」评级,该股今天逆市突破250天及100天线(6.88-6.92元)阻力,最高见7.42元,创四个月高,现造7.39元,逆市续升8.5%,成交急增至2,209万股,涉资1.62亿元。
周大福昨天收市後公布,截至9月底止中期纯利按年倒退近21%至15.33亿元,每股盈利15.3仙,中期股息按年减少20%至12仙,总营收按年微降0.6%至295.33亿元。期内,毛利按年倒退4.5%至81.47亿元,经调整後毛利率按年提升2.6个百分点至30.7%;主要经营溢利按年增长18%至35.27亿元,主要经营溢利率按年升1.8个百分点至11.9%。港澳同店销售按年倒退27.5%,内地市场同店销售按年升1.8%。
野村指,周大福中期营收轻微倒退,主要受期内港澳同店销售年跌27.5%拖累,但内地同店销售升1.8%,表现远胜同业六福(00590.HK),加上管理层透露10月至今中港销售按季均有改善,故维持公司为香港零售股之首选,以及重申其「买入」评级,目标价升2.6%至8元。花旗及大和也重申周大福「买入」评级,目标价分别下调近4.3%至9元及降7%至7.9元。
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