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《大行》中金維持周大福(01929.HK)「跑贏行業」評級 升目標價至16.11元
阿思達克 07-23 12:19
中金發表研究報告指,周大福(01929.HK)截至6月底止首財季銷售表現改善,主要受到定價首飾銷售增長及低基數效應的帶動,期內整體零售值按年跌1.9%,跌幅按季收窄,中國內地零售額從對上財季的下跌10%放緩至下跌3.3%,直營同店銷售跌幅收窄近10個百分點至3.3%,相信是來自定價產品銷售增加的貢獻。 中金認為,周大福持續推進品牌轉型戰略,期內先後在內地及澳門開設新形象店,並在6月於杭州推出高級珠寶系列,有助提升品牌定位,維持2026及2027財年每股盈利預測為0.84及0.92元不變,維持「跑贏行業」評級,基於行業估值提升,將目標價上調8%至16.11元。
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