港股异动|周大福跌超8% 第四财季新开门店数未达管理层指引
周大福(1929.HK)跌8.1%,报10.44港元,创近三个月低。消息面上,周大福公布截至2024年3月31日止的三个月(第四财季)未经审核主要经营数据,内地及港澳地区的同店销售增长受高基数影响,分别跌2.7%及升4.5%。期内内地净关闭了89个零售点,而在内地及香港、澳门及其他市场分别净开设了143个及10个周大福珠宝零售点,未达管理层指引。
此外,里昂维持予周大福“跑输大市”评级,目标价10.6港元,认为中期压力仍然存在。即使黄金需求强劲的情况下,但周大福表现料续跑输,店铺或会继续关闭,而镶嵌式套装产品的增加可能需要更长时间。

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