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港股盤前資金續湧短期上看23800點 @ 2013-01-04T10: Back Hot News
Keyword:六福 增持 評級 珠寶股 大摩首予
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%。
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%。

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