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研報掘金|中金:下調周大福目標價至10.76港元 下調2025及26財年每股盈測
格隆匯 06-14 12:45
中金髮表研究報吿指,周大福截至今年3月底止2024財年核心經營利潤表現符合該行預期。公司管理層計劃加強門店營運質量提升,聚焦單店店效及盈利,惟考慮到金價目前的波動性,管理層預計2025財年收入將錄得按年持平,甚或略有增長。考慮到金價位處高位對銷售表現產生負面影響,中金將周大福2025及2026財年的每股盈利預測,分別下調20%,同時下調其目標價29%至10.76港元,維持“跑贏行業”評級。
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