港股异动 | 六福集团(00590)涨超4% 机构预计零售商可受惠金价上涨 将公司列为首选股

智通财经
Sep 05

智通财经APP获悉,六福集团(00590)涨超4%,截至发稿,涨4.53%,报26.78港元,成交额9773.71万港元。

消息面上,中银国际发布研报称,今年9月初,金价再创新高至每盎司3500美元以上,或会令市场更看好黄金。根据金饰零售商的反馈,消费者开始适应较高的金价,并更愿意购买黄金珠宝产品。该行预期行业可再次进入良性循环,门市生产力的提升可能促使门市扩张。

在公司层面,中银国际预期零售商也可能因金价上涨而受益,因为其毛利率可能扩张,但由于库存成本较高,去年及今年上半年的大幅毛利率扩张不太可能重现。在该行覆盖的“买入”评级公司中,预期六福集团将对当前牛市周期更为敏感,因其自营零售及香港、澳门及海外市场的敞口较高,并将其列为首选股。

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