Hot News 訪港旅客增珠寶及鍾表銷售回暖本港１１月份零售額增９．５％ @ 2013-01-04T06: Back Hot News Keyword：六福 珠寶股 Concept：１１月零售 , 大摩首予增持評級 大摩又吹「魔笛」，首次予鍾表珠寶股吸引評級，指以反映相關股份估值上升的潛力。大摩預計，由於去年比較基數低，鍾表珠寶業的銷售增速將再度加快，悲觀因素已經消化，在銷售增速見底之際，目前是投資時機。該行更將六福列為首選股，預料六福的利潤增速將加快，估值有望上升，首次給予增持評級，目標價３１．６元，較昨日收市價２７．４元還有１５．３％的升幅。周生生亦首獲增持評級，目標價２４．６元，較昨日２１．０５元的收市價高出１６．８６％。 大摩於報告中表示，因上年比較基數低，預計行業銷售增長將再度加快；板塊悲觀因素已被消化，銷售增長見底之時正是投資時機。基於板塊估值上升潛力，該行給予板塊「吸引」評級；首選六福，評級「增持」看３１．６元；另首予「增持」周生生，目標價２４．６元。(自然) 珠寶鍾表股：明顯造好，繼高盛之後，摩根士丹利亦唱好珠寶鍾表股，首選六福(００５９０)，給予「增持」評級，目標價３１．６元，六福今日急升８．３％。周生生(００１１６)升１２．８％報２１．０５元。英皇鍾表珠寶(００８８７)升７．３％。亨得利(０３３８９)升４．６％。俊文寶石(０８３５１)升９．６％。 摩根士丹利發表報告指六福盈利能力強，為珠寶鍾表業的首選，料一三及一四年度的盈利增長為３５％及１８％，因六福擁有大量批發渠道助擴大利潤；相信其同店銷售增長未來將「跑贏大市」；以及六福的黃金對沖比率為行業中最低，因此該行予「增持」評級，目標價為３１．６元。大摩另指周生生銷售已呈復蘇，從而促使其重新評級，故首予周生生「增持」評級，目標價為２４．６元。

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