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麥格理:香港去年11月零售銷售按月改善 首選周大福(1929.HK)目標價9.5港元
格隆匯 01-07 11:33

麥格理髮表報告表示,去年11月香港零售值按年跌23.6%,較10月有所改善,當中金飾珠寶類下跌43.5%,符合該行預期,更預料金飾珠寶零售商今年下半年將可受惠於減租,可以部分抵消銷售額下跌的壓力。

該行相信,在低基數下,香港零售商的情況不會變得更差,反而減租的好處將發揮作用,因此預期珠寶零售股及大家樂(00341.HK)股息率可達4%至5%,而周大福(01929.HK)更是該行首選,予“跑贏大市”評級,目標價為9.5港元;予大家樂“跑贏大市”評級,目標價為22.9港元。

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