港股异动 | 六福集团(00590)跌超4% 花旗下调公司盈测及目标价

智通财经
Mar 10

智通财经APP获悉,六福集团(00590)跌超4%,截至发稿,跌4.61%,报26.5港元,成交额1.02亿港元。

消息面上,花旗发研报称,虽然六福集团在中国内地市场销售放缓,预计中国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。但受香港、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。换言之,预计金价强劲下,将导致今年下半年对冲亏损增加,并可能令金价涨势进一步放缓,利淡未来毛利率。因此,花旗下调六福集团2026至2028财年(各年3月底止)净利润13%、9%及7%,并将目标价从35.2港元降至32.8港元。

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