大行評級|里昂:上調周大福目標價至12港元 7月至今同店銷售增長如市場預期轉為正值
里昂發表研究報吿指,因周大福6月表現較5月疲弱,2026財年第一財季度內地同店銷售增長(SSSG)略低於預期。期間,內地、香港及澳門的同店銷售增長分別下跌3%、增加2%。7月至今,周大福同店銷售增長如市場預期轉為正值,主要得益於關閉業績不佳的門店、現有門店零售銷售額(RSV)因關閉的店鋪而受益,以及新產品的推出。基於更高的盈利預測和目標市盈率倍數,里昂將周大福目標價從9港元上調至12港元,維持“持有”評級。
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