大行评级丨杰富瑞:老铺黄金次季业绩远逊预期,预计股价短期将受压

格隆汇
Jul 28
杰富瑞发表报告指,老铺黄金发盈喜,上半年销售及经调整纯利同比增长强劲,惟按盈喜推算的第二季业绩远逊该行及市场预期,预计股价短期将受压。老铺黄金预期上半年销售额198亿至204.5亿元,同比增长60%至66%;经调整纯利43.1亿至43.6亿元,同比增长83%至85%。该行估算,第二季销售额约31亿元、纯利约6.35亿元,远低于该行预测的44亿元及9.9亿元。该行认为,业绩逊预期主要受宏观金价走势及黄牛问题影响。该行将待公司公布完整业绩后再检讨预测,维持“买入”评级,目标价580港元。

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