高盛:维持六福集团(00590)“中性”评级 目标价23港元

中金财经
Jan 20

  智通财经APP获悉,高盛发布研报称,金价进一步上升结合整体消费力考虑,仍需观察六福集团(00590)的销售韧性,考虑到农历新年期间基数较高,维持“中性”评级,目标价为23港元。   六福截至去年底止2026财年第三季中国内地品牌店同店销售增长31%,中国内地自营店同店销售增长为7%,增速较上一季度的7%加快,已恢复至疫情前水平。期内,港澳市场同店销售增长亦由11%加快至16%。   相较于公司去年10月至11月公布的销售数据,高盛认为上财季下半段的增长有所放缓,但仍符合市场预期,相信是去年10月内地曾出现抢金潮以及新税务措施下金价上涨的影响。   

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