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港股异动 | 周大福(1929.HK)涨逾4% 获多家机构上调目标价
格隆汇 04-14 14:17
格隆汇4月14日丨周大福(1929.HK)现报6.16港元,涨4.23%,暂成交6510万港元,最新总市值616亿港元。周大福上周四(9日)盘后发公告称,截至2020年3月31日止3个月,中国内地的同店销售锐减50%,香港及澳门的同店销售亦大幅下跌65%。花旗最新发报告称,周大福内地同店销售于第四财季跌50%,但仍胜预期;港澳同店销售跌65%,大致符合预期。该行预期,如果周大福参加政府新一轮企业支援计划,将会为2021财年纯利带来额外2%至3%的上行空间,目标价升至7.8港元,评级“买入”。此外,中信里昂亦将周大福目标价升至8.4港元,评级上调至“买入”。该行称,核心利润率的增长值得鼓舞,并表明是由于强大的成本控制及优质产品,及有利的黄金价格。该行还称,相信周大福具备持续的利润恢复力、同店销售增长和可持续派息政策,并称能够看到其未来股息收益率7%有吸引力。
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