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港股異動 | 周大福(1929.HK)反彈超6% 首兩月業績下滑不改機構看好
格隆匯 03-05 15:36
格隆匯3月5日丨周大福(1929.HK)近期股價跌幅較大,今日高開反彈明顯,現報7.1港元,漲6.45%,暫成交6411萬港元,最新總市值710億港元。周大福昨日公佈,今年首兩月港澳同店銷售按年跌59%,內地跌49%。儘管業績下滑嚴重,多家機構依舊積極看好。富瑞點評稱,公司銷售下跌屬預期之內,中國市場很大可能於21財年首季(4-6月)出現復甦,維持買入評級。野村在報告中指,料周大福的業績將延續至今年5月才見覆蘇,近期股價已累計下跌22%,相信股價大致反映負面因素。大和則表示,對周大福在內地的長期擴張持積極態度,並期望一旦公共衞生事件得到遏制,內地消費恢復和潛在壓抑需求被釋放。
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