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美银证券:周大福维持“中性”评级 目标价13.1港元_城市资讯网

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持对周大福的“中性”评级; 目标价13.1港元不变,基于预测2027财年15倍市盈率。  季内,周大福在中国内地净关闭126个零售点,而第三财季净关闭231间。港澳市场方面,第四财季同店销售增长同比升40%,较第三财季的14.3%有所加快。该行指出,周大福管理层在电话会议中,维持2026财年所有关键指标的指引不变,预期收入录低至中单位数增长,中国内地同店销售增长为中至高单位数,毛利率料为31.5%

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