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研報掘金丨中金:大幅調高六福集團目標價46%至24.22港元
中金報告稱,六福集團(0590.HK)截至今年3月底止年度業績符預期,而披露4月至6月21日整體同店改善,內地同店增長近20%、港澳市場基本持平,上調2026財政年度盈利預測外,考慮行業估值中樞提升,將目標價調高46%,至24.22港元,維持“跑贏行業”評級。中金指出,金價2025財年上漲逾40%帶動下,令六福於下半財年收入轉爲錄增長0.7%,毛利率亦受惠升5.9個百分點。爲應對消費趨勢變化,該公司計劃產品雙向延至高端與輕奢導向,規劃推廣定價黃金產品及鑽石鑲嵌足金定價產品等。中金上調六福2026財年淨利潤預測,由13.13億港元上調至14.81億港元;每股盈利由2.24港元,上調至2.52港元;營業額預測調高22%,由130.93億港元調高至159.95億港元。2027財年淨利潤預期爲17.43億港元;每股盈利2.97港元;營業額料爲183.54億港元。
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