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富瑞:放寬社交距離措施利零售股 看好周大福(1929.HK)等
格隆匯 02-18 12:15

富瑞發表研究報吿指,香港放寬社交距離措施將有利本地零售股,距離與內地通關又近了一步,重申對周大福(1929.HK)及佐丹奴(0709.HK)等銷售具分散性公司的偏好;亦偏好利福國際(1212.HK)在本地及旅客零售組合的均衡性。

該行指,香港農曆新年期間首5日旅客量按年跌99.4%至5428人次,對比澳門為按年跌71.6%至6.3萬人次。該行指,在第四波疫情受控後,香港政府有權向內地及澳門政府協商通關安排。

該行指,快餐店行業方面,其表現已在幾個月前轉好,主要受惠於新年糕點及盤菜的銷售;珠寶行業方面,由於缺乏內地旅客,料1月份銷售下跌;百貨公司行業方面,料超市表現較好,全年表現需視乎通關情況。

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