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《大行報告》高盛微升六福(00590.HK)目標價至26元 上半財年盈利勝預期
高盛發表報告指,六福(00590.HK)上半財年盈利勝預期。派息率符合預期。該行將六福2024至2026財年的純利預測上調7至13%,以反映2024財年上半年業績、零售銷售增長前景的改善被批發銷售的下降所抵銷、較高毛利率的零售組合被營運開支增加部分抵銷。 該行維持六福「買入」評級,相對於中性評級的周大福(01929.HK),該行更看好六福,因為六福更能反映強勁的港澳遊客流量,而且估值更有吸引力。目標價由25.6元微升至26元。
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