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【大行言論】瑞銀升六福(0590-HK)目標價至25.8元,升本財年同店增長預測至25% @ 2013-07-17T15: Back Hot News
Keyword:六福
Concept:內地黃金 , 首季港澳同店銷售增長
六福集團首季度,港澳同店銷售升八成三,內地市場升逾1.1倍,期內黃金及珠寶首飾的同店銷售增長,分別升1.3倍及兩成一。
六福集團公布,2014財年第一季度,即4-6月期間,集團港澳市場零售業務同店銷售增長83%,內地市場增長117%;季內,黃金產品及珠寶首飾的同店銷售增長,分別為130%及21%。季內,港澳及內地市場的黃金產品零售業務收入和毛利均增長一倍以上,而珠寶首飾的收入及毛利均增長雙位數。
六福集團(00590):昨日收市後公布,首季港澳零售業務同店銷售增長83%,內地同店銷售增長1.17倍。較早前周大福(01929)公布首季營業額大增,刺激股價急升逾一成,故值得留意今日六福及其他珠寶鍾表股表現。
相比起上半財年收入增長7.4%,六福業務於下半年明顯好轉,帶動全年收入增長12.6%。第四財季(今年1至3月)港澳地區零售同店銷售增長達29%,內地則為14%。陳素娟表示,此勢頭延續至今年4月至5月,並帶動毛利率較高的鑽石產品銷售額有雙位數增長。

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