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【股價追縱】六福(0590-HK)首財季同店銷售強勁,股價曾升7.9% @ 2013-07-17T18: Back Hot News
Keyword:六福
Concept:六福目標 , 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。
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...
瑞銀發表報告指,六福首財季同店銷售數據強勁,抵銷黃金產品占比增對利潤率的影響,預期被壓抑的購金需求減少,並將六福本財年同店銷售增長預測,由13%大幅上調至25%,該股目標價由25元上調3%至25.8元,評級維持「買入」。
言猶在耳,六福昨日公布截至6月底止季度,香港及澳門市場的同店銷售增長為83%,中國內地市場則增長1.17倍。
瑞銀表示,六福(00590.HK)今年6月底止首財季之同店銷售增長(SSSG)強勁,港澳及內地市場分別增長83%和117%,而黃金產品及珠寶首飾則分別為130%及21%。該行相信,黃金的積壓需求已減輕,惟仍上調其全年SSSG,由13%升至25%。該行認為,六福首季整體零售毛利率錄得低單位數下跌,主因黃金銷售貢獻增加,而搶金潮對黃金產品毛利率影響一如預期十分輕微。上調黃金全年收入貢獻預測,由63%升至69%,並下調全年綜合毛利率預測,由19.3%降至18.2%。該行上調2014/15財年盈測2%/3%,不預期下半年會再出現搶金潮,穩健的SSSG料可抵銷毛利率下降的影響;維持買入評級,目標價由25元微升至25.8元。

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