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《大行報告》大摩降周大福(01929.HK)目標價至12.3元評級「與大市同步」 @ 2014-04-10T16: Back Hot News
Keyword:周大福
Concept:3個月營業額按年增長 , 周大福內地同店銷售增
周大福公布,集團整體同店銷售增長4%,同店銷量增長29%。中國內地及港澳地區於第四季度的同店銷售增長分別為15%及-9%,同店銷量分別增長36%及15%。中國內地業務表現較佳,部分由於去年基數影響所致。
周大福內地同店銷售增15%
周大福上季營業額增22% 國內同店銷售增長15%
港股珠寶板塊下滑,因周大福 業績遜於預期,第四季在香港和澳元的同店銷售增速下滑,該股大跌6.5%,並拖累整個珠寶板塊下跌,六福集團 跌5.8%。
周大福公司分析業績增長原因時指出,去年上半年,內地、香港及澳門的零售市場復蘇,由於同店銷量強勁增長44.6%,集團錄得顯著的同店銷售增長33.2%,其中內地錄得同店銷售增長21.5%,而香港、澳門及台灣更錄得強勁的47.0%同店銷售增長。由於國際金價自2013年4月大幅下跌,刺激黃金產品的銷售,黃金產品的同店銷售增長為56.4%。

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