《大行報告》大摩下調周大福(01929.HK)目標價至16.5元 評級「增持」
摩根士丹利發表報告,預計周大福(01929.HK)2022財年收入增長達37%,符合公司30%至40%的按年增長指引,並與市場預期一致,因門店擴張比之前宣布的時間表提前。同時淨利潤預測按年增長17%,高於市場預期。
報告指,展望2023財年,特別是在上半財年,周大福將受到中國各城市疫情封控的負面影響,料全年的收入和淨利潤將分別增長13%和16%,而之前預測為16%和27%。
大摩對周大福目標價由18.5元下調至16.5元,評級「增持」。
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