《大行》瑞銀:周大福(01929.HK)全年經營溢利勝預期 派息遜預期
瑞銀髮表研究報告指,周大福珠寶(01929.HK)2025下半財年的經營溢利按年升15%,較該行預測高出5%,公司宣派末期股息32仙,全年派息比率88%,由於市場原先預計公司將派發特別股息,因此最終派息結果令人失望。
根據周大福珠寶管理層的指引,該行估算集團2026財年的經營溢利介乎140億至149億元。該行予集團「買入」評級,目標價12元,正檢視盈利預測,並評估其評級和目標價。
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