港股異動 | 周大福(1929.HK)漲近6%創逾2年新高 機構預計下半年可持續復甦勢頭
格隆匯9月7日丨周大福(1929.HK)午後急漲至5.88%,報9.91元創逾2年新高,暫成交4610萬港元,最新總市值991億港元。近日周大福股價再起升勢,8月5日以來累計漲幅近20%。麥格理日前研報稱,相信市場低估了周大福業務的韌性,以及其可受益於金價上升的趨勢。由於內地業務有更好的復甦,加上金價上升令其毛利率擴張的影響,上調周大福2021和2022財年盈利預測分別29%和3%。目標價升至14港元。野村此前預計公司下半年可持續復甦勢頭,將內地同店銷售增長預測微升至18%。

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