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《大行報告》高盛:六福(00590.HK)上季同店銷售遜 評級「買入」
高盛發表報告指,六福(00590.HK)公布截至去年底止的2023財年第三季經營更新,港澳以及內地的同店銷售表現均遜預期,主要受到內地於12月重新開放影響。其中,內地的同店銷售按年下跌29%,或較疫情前低15%;港澳亦按年倒退8%,雖然香港錄13%增長,但澳門大跌45%。 高盛維持對六福股份「買入」評級,目標價26.4元,並偏好六福多於周大福(01929.HK),認為港澳與內地逐步恢復通關對六福更為有利,且集團的估值更加吸引。
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