大和发表报告指，以中位数计，老铺黄金首季收入及纯利指引分别相当于去年全年收入及纯利的62%及76%，显示今年迎来异常强劲的开局。该行预计季节性波动在今年将特别明显，第一季受惠于2026年2月金价的强劲上涨，而第四季则有望获得年末节假日及计划在中秋节后大规模推出的面向VIP和高净值客户的高价金饰业务的支撑。尽管管理层未提供进一步的业绩指引，但预计2026年次季的业绩将从创纪录的第一季大幅放缓。然而，管理层对前景依然充满信心。大和上调集团今明两年每股盈利预测13%至14%，以反映更强劲的收入及毛利率假设，目标价由880港元上调至910港元，重申“买入”评级。
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