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【個股信息】周大福(01929-HK)農歷年零售內地勝香港 @ 2014-02-08T09: Back Hot News
Keyword:周大福 農歷
Concept:農歷年零售內地 , 周大福農歷年營業額增長
周大福昨於收市後公布,今年一月十七日至二月三日的農歷新年期間,集團內地零售營業額按年(即去年一月二十七日至二月十四日)增長34%,高於港澳地區的28%。同店銷售增長方面,內地及港澳地區分別為18%及11%。至於同店銷量增長,內地及港澳地區的則各為37%及35%,整體同店銷量增長錄得37%。
《大行報告》瑞信料周大福(01929.HK)農歷年同店銷售有低雙位數增長
六福(590)獲大行唱好,匯豐證券預計,該集團在農歷新年期間同店銷售錄得雙位數增長;加上今年屬於「雙春兼閏月」,市場人士或低估了消費者對珠寶首飾的需求,預期今季寶石產品將受到情人節推動,故維持目標價31.6元,但上調評級至「增持」。六福股價昨天逆市造好,最高曾漲升6.9%,收報26.25元,升4.37%;成交額6970萬元。
瑞信指黃金產品銷售及本港零售銷售增長或維持疲弱,但同時「唱好」周大福(01929),預期剛過去的農歷新年期間,該公司的同店銷售錄低雙位數增長,表現優於其他珠寶首飾商。該行重申其「優於大市」投資評級,目標價14.5元。
該行又指,農歷新年的人流強勁,但該行對今年零售業增長仍較審慎,因物業市場疲弱及國內旅客人均消費減弱,該行預期2014年至2015年的本港零售銷售額增長10%至11%。該行指,行業中較看好周大福(01929)及利福國際(01212)。

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