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《大行报告》大摩相信周大福(01929.HK)股价60日内跑赢同业 评级「增持」
阿思达克 06-09 10:04
大摩发表研究报告,指周大福(01929.HK)股价会於未来60日上升,表现跑赢同业,机率有70至80%,目标价由17元升至17.5元,评级「增持」。

该行指,公司上年度纯利及派息均高於预期,相信今年需求增长前景仍然强劲,公司计划於内地开设700间分店,高於预期的600间。管理层料内地收入可於今年度增14-19%(mid to high teens),而港澳收入则增30至40%。

在4月至5月,中国和港澳同店销售增长分别为49%及160%,相信短期催化剂包括本港消费券计划,料可以刺激香港零售表现。

该行对珠宝市场潜在增长看法较保守,公司策略是希望可以在中期内增加市占率。

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