该行表示,虽然黄金对冲亏损可能影响六福2025财年的溢利,但撇除对冲亏损的经调整盈利应可得到支撑。星展发布研报称,六福集团(00590)受惠于不明朗时期潜在的黄金需求增长,3月底止末财季内地零售收入同比增长1%,港澳地区则跌11%,较对上一季大幅改善。该行提到,六福轻资产模式有利长远扩张,特别是中国内地低线城市。由于六福的黄金对冲亏损可能高于原先预期,星展对其今明两财年的净利润预测分别下调11%和...
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