大行評級丨麥格理:上調周大福目標價至14.3港元 預期下半財年營運利潤增長加速
麥格理髮表研報指,在金價高企的情況下,周大福基於重量的黃金需求復甦,定價黃金珠寶需求在價格上升的情況下保持穩健。麥格理預期,周大福2025財年下半年營運利潤增長將加速,因管理層上調2025財年毛利率擴張指引。該行亦預期,周大福店鋪關閉數量將減少。麥格理維持周大福“跑贏大市”評級,將目標價由8.4港元上調至14.3港元。
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