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大摩:維持周大福(1929.HK)增持評級 目標價17.5港元
格隆匯 07-14 12:55

摩根士丹利研報指,維持周大福(1929.HK)評級增持,目標價17.5港元。

報吿稱,周大福公佈今年4-6月份2022財年首財季同店強銷強勁,包括內地同店銷售增42.8%,港澳同店銷售增110.4%,當中按4-5月份按年各增49.3%及159.7%比較,6月份內地同店銷售似減速至約30%。大摩認為與近期廣東省的疫情相關,以及去年相對高基數。

整體而言,大摩認內地及港澳區銷售額,在首財季同店升59%及76%,大摩認為內地開店速度勝預期,短期則受惠香港消費券計劃,可以正面支持周大福香港區銷售動力。

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