周大福(01929)早盘股价上涨7%,现报10.24港元,成交额1.08亿港元。
周大福近日公布,该集团截至2025年3月31日止三个月(第四季度)零售值同比下降11.6%。中国内地零售值同比下滑10.4%,中国香港、中国澳门及其他市场零售值同比下滑20.7%。
小摩表示,周大福2025财年第四季业绩表明,零售销货价值(RSV)持续改善,同比减少12%,好于前几个季度。中国市场持续改善,香港和澳门市场稳定。这意味着全年收入指引已经达到。该行将周大福目标价从8.4港元上调至11.4港元,维持“增持”评级。
此外,瑞银预计周大福内地的同店销售增长或会在2026财年转正。该行将公司目标价由8.5港元升至12港元。
麦格理则维持周大福“跑赢大市”评级,将其目标价由8.4港元上调70%至14.3港元。
责任编辑:卢昱君
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