You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》摩通上調周大福(01929.HK)未來兩年盈測 維持「增持」評級
阿思達克 06-17 10:58
摩根大通發表研究報告指,日前舉辦周大福(01929.HK)的非交易路演活動,與管理層溝通後,預期2026財年經營指引有上行空間,主要基於該行預測2026財年黃金價格將升至每盎司3,840美元,對比公司指引是基於金價每盎司達3,200至3,400美元的假設。 摩通認為,周大福的定價黃金產品銷售保持強勁,對2025財年銷售額貢獻19%,比重較前一年的7%大幅提升,預期產品組合改善勢頭將在2026財年持續,佔比料提升到20%至23%。摩通亦看好周大福持續推進品牌轉型,因此將2026至2027財年盈利預測上調9%至14%,目標價從11.4元升至16.4元,維持「增持」評級,預計2026財年每股盈利將增長53%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account