《大行》大和升周大福珠寶(01929.HK)目標價至15.5元 全年度淨利潤勝預期
大和發表研究報告指,周大福珠寶(01929.HK)今年3月底止2025財年淨利潤較該行預期高出6%,全年度派息同樣略勝於預期。另外,管理層料2026財年全年同店銷售將有中個位數的增長,符合該行預測。不過,管理層預計2026財年的對沖虧損大幅減少,帶動每股盈利或大幅躍升。
該行表示,周大福珠寶仍然是其行業首選股,上調集團2026至27財年每股盈測18至22%,重申「買入」評級,目標價由13元上調至15.5元。
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