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研報掘金|中金:今年繼續看好老鋪黃金的增長前景 上調目標價至343.26港元
格隆匯 01-16 11:13
中金髮表研究報吿指,料老鋪黃金去年的收入按年增長136%至75億元,純利較去年增長187%至12億元。該行指,去年金價快速上升影響大眾珠寶銷售,但高級黃金保持韌性,公司自去年末季以來多個門店推出優惠活動,有望帶動銷售增長。該行今年繼續看好老鋪黃金的增長前景,上調今明兩年的純利預測15%及18%,至分別12億及17億元,並料2026年預測為23億元。考慮珠寶旺季來臨,預計終端保持快速增長,而且品牌知名度持續提升對估值的提振,上調目標價67%至343.26港元,維持“跑贏行業”評級
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