里昂发表报告指,据高端商场及黄金珠宝分销商反映,农历新年奢侈品及黄金珠宝消费畅旺,其中一个在北京的主要高端商场预期,农历新年消费增长超过10%,而农历年前一星期则增长逾20%。一个内地东部的珠宝分销商指,销售表现受惠于农历新年及情人节推广。 该行指,周大福去年第四季及农历年前的销售跑赢同业,料1月及2月销售额按年增长30%以上,主要受惠低基数效应,其他品牌一般有20%以上升幅。金价上升推动黄金产品销售,但部分有利因素被价格竞争抵销,估计未来折扣进取,以及宝石类产品增长较黄金温和,可能影响毛利率表现。该行对周大福持“跑输大市”评级,目标价10.6港元,虽然农历年销售表现跑赢同业,但中期压力仍然存在,包括需要结束亏损的门店,以及宝石类产品销情需时提升。
里昂:予周大福“跑输大市”评级及目标价10.6港元
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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