花旗发表研报指,虽然六福集团在内地市场销售放缓,预计内地自营店和授权店在内的同店销售增长首两月大致持平。受香港、澳门及海外市场对黄金的强劲投资需求及旅客量带动,今年首两月集团的同店销售增长将加速。虽然投资型黄金销售会摊薄毛利率,但其影响可能被更快的金价上涨所抵销。该行下调六福集团2026至2028财年(各年3月底止)净利润预测13%、9%及7%,并将目标价从35.2港元降至32.8港元,基于估值不高,维持“买入”评级。花旗的投资首选排序为老铺黄金>六福>周大福。
花旗发表研报指,虽然六福集团在内地市场销售放缓,预计内地自营店和授权店在内的同店销售增长首两月大致持平。受香港、澳门及海外市场对黄金的强劲投资需求及旅客量带动,今年首两月集团的同店销售增长将加速。虽然投资型黄金销售会摊薄毛利率,但其影响可能被更快的金价上涨所抵销。该行下调六福集团2026至2028财年(各年3月底止)净利润预测13%、9%及7%,并将目标价从35.2港元降至32.8港元,基于估值不高,维持“买入”评级。花旗的投资首选排序为老铺黄金>六福>周大福。
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