《大行》野村升老鋪黃金(06181.HK)目標價至1,148元 評級「買入」
野村發表報告指,老鋪黃金(06181.HK)上半年持續穩健增長,發盈喜料中期經調整淨利潤約23億至23.6億元人民幣(下同),按年增282%至292%,高於市場預測的17.6億元,符合買方預測的22億至24億元。
野村相信利潤預告將消除部分投資者對於老鋪黃金財報盈利可能弱於買方預期的疑慮。與此同時,老鋪黃金上半年淨利潤率改善至約19%。
該行指,老鋪黃金在上半年優化了產品供應,並提高營運效率,從而部分減輕了金價強勁對其毛利率的負面影響。目標價由1,023港元升至1,148港元,評級「買入」。
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