《大行報告》野村上調周大福(01929.HK)目標價至16.1元 評級「買入」
野村發表報告表示,周大福(01929.HK)截至今年3月底止末財季數據顯示,內地同店銷售按年大幅上升141.2%,主因消費信心改善及金價疲弱所帶動;而在對上財年同期低基數下,季內香港及澳門同店銷售亦分別按年升17.9%及96.5%,整體增長高於行業平均水平,因此該行上調其2021財年全年內地及香港同店銷售預測至分別升40%及跌30%。
該行上調周大福2021至2023年度盈利預測26%至28.2%,以反映其內地及本港業務的強勁復甦,目標價由12.7元升至16.1元,重申「買入」評級。
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