港股異動 | 周大福(1929.HK)大幅下挫10% 遭花旗降至沽售評級
格隆匯7月14日丨日前曾創新高的周大福(1929.HK)大幅回吐10%,報15.82港元,成交額達2.35億港元,總市值1582億港元。周大福公佈首財季(4-6月)數字,中國同店銷售增42.8%;但當中6月估算增長為25至30%,較4月至5月放慢,主因基數效應減退。花旗指出,公司目前估值過高,過去12個月股價已漲超1倍,2022財年預測市盈率達27倍並處於歷史高位。此外,公司近期同店銷售增長在首財季開始放緩,預計未來幾個季度仍將延續此趨勢。維持周大福目標價17港元,評級由“買入”降至“沽售”。但大摩維持周大福增持評級,指同店銷售增長穩健且網絡擴展速度勝預期。

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