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《大行報告》麥格理上調周大福(01929.HK)目標價至19.1元 評級「中性」
阿思達克 10-18 09:59
麥格理發表報告指,周大福(01929.HK)於2022財年上半年的表現較該行預期為佳,但相信集團的增長將會放緩,並於下半財年有更高的風險,因料珠寶類負面的同店銷售表現,意味顧客的消費情緒疲弱。 該行表示,周大福就2022財年第二季的業務更新舉行了電話會議,並重申積極的店舖擴展計劃。該行預期,集團於2022財年上半年可錄43.8%的盈利增長,不過增長會於下半財年放慢至16.7%。 麥格理上調周大福目標價,由16元升至19.1元,維持「中性」評級,並調升集團2022財年及2023財年盈利預測分別19.2%及14.5%,以反映其店舖擴展計劃及收入增長預期。
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