周大福(01929)盘中涨超5%,截至发稿,股价上涨3.63%,现报10.86港元,成交额9370.83万港元。
小摩研报表示,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。2026财年摩通预计周大福纯利增长33%,主要受惠于:1)销售额正面改善;2)产品组合持续改善;3)门店效率改善。
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