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恆指升81點後倒跌珠寶股呈強 @ 2013-07-17T11: Back Hot News
Keyword:六福 同店銷售
Concept:首季港澳同店銷售增長 , 首財季港澳同店銷售增
【個股信息】六福(00590-HK)首財季港澳同店銷售增83%、內地增117%
受惠於搶金潮,六福 (590)首財季 (今年4月至6月份)港澳同店銷售增長83%,內地同店銷售增長117%,惟...
交銀指,六福首財季黃金產品的同店銷售增長大幅飆升至130%,其零售收入及毛利的同比翻倍;珠寶首飾的同店銷售增長為21%,有關的零售收入及毛利則錄得雙位數字增長。雖然該行估計銷售產品結構轉弱導致毛利率下滑3.4 個百分點至18.2%,部分抵銷同店銷售增長,交銀仍預期第一財季的淨利潤將取得最少雙位數字的增長,主要由於公司的銷售槓桿強勁。往前看,盡管內地客搶金的影響減低,隨著產品需求不斷復蘇,而成本及同店銷售環境轉佳,利潤前景有所改善,交銀預期六福的盈利復蘇動力將持續。
首財季同店銷售大增近50%,加上摩通仍予「增持」,帶動股價半日一度急升近16%至9.4元,中午收市仍漲10.23%至8.94元,其它金飾股亦造好,六福

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