里昂发表研究报告指,因周大福6月表现较5月疲弱,2026财年第一财季度内地同店销售增长(SSSG)略低于预期。期间,内地、香港及澳门的同店销售增长分别下跌3%、增加2%。7月至今,周大福同店销售增长如市场预期转为正值,主要得益于关闭业绩不佳的门店、现有门店零售销售额(RSV)因关闭的店铺而受益,以及新产品的推出。基于更高的盈利预测和目标市盈率倍数,里昂将周大福目标价从9港元上调至12港元,维持“持有”评级。
里昂发表研究报告指,因周大福6月表现较5月疲弱,2026财年第一财季度内地同店销售增长(SSSG)略低于预期。期间,内地、香港及澳门的同店销售增长分别下跌3%、增加2%。7月至今,周大福同店销售增长如市场预期转为正值,主要得益于关闭业绩不佳的门店、现有门店零售销售额(RSV)因关闭的店铺而受益,以及新产品的推出。基于更高的盈利预测和目标市盈率倍数,里昂将周大福目标价从9港元上调至12港元,维持“持有”评级。
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