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《大行報告》中金下調六福(00590.HK)目標價至21.1元 評級「中性」
阿思達克 12-01 13:53
中金發表報告指,六福(00590.HK)於2023年中期的收入為55.7億元,按年下跌0.3%,純利則為6.58億元,按年增長0.6%,業績表現稍低於該行預期,主要受內地疫情影響。另外,集團每股派息0.55元,意味派息比率為49%。 中金提到,今年10月及11月首三周,公司港澳合併同店銷售按年增長20%,但內地則因疫情而按年下跌21%。考慮到疫情對終端市場銷售及開店的影響,該行將六福2023及2024財年每股盈利預測下調4.5%及7.5%,最新至2.64元及2.98元,股份目標價降4.5%至21.1元,評級維持「中性」。
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