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港股異動 | 周大福漲約5% MSCI將其納入新興市場指數 機構唱多
格隆匯 11-11 10:25
格隆匯11月11日丨周大福漲約5%,報15.98港元創逾一個月新高,總市值1598億港元。明晟公司MSCI在11月11日早間宣佈旗下中期指數審核變更結果,此次的MSCI中國指數新納入36只中國股票,其中包括周大福,本次MSCI指數調整將於11月30日收盤後正式生效。周大福2023財年Q2的銷售額同比增26%,其中中國內地零售值同比增27.8%,中國香港、中國澳門及其他市場同比增11%。另外,季內中國內地同店銷售同比增3.4%,中國香港及中國澳門同店銷售同比同比增8.5%。天風證券表示,憑藉公司在中國內地的強品牌力支撐,全新系列上線有望實現新突破,因此預計2023財年/2024財年歸母淨利潤分別為60/71 億元,對應PE 分別為25/21倍,維持“買入”評級。

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