大和：大升周大福目标价逾45%至12.4元 维持“买入”评级
大和：大升周大福(01929)目标价逾45%至12.4元 维持“买入”评级
智通财经APP获悉，大和发表研究报告表示，将周大福 (HK:1929)目标价由8.5元升45.88%至12.4元，维持“买入”评级。
据周大福公布，第2财季内地同店销售增长11%，而香港及澳门的同店销售则下跌52.5%，当中香港跌46.4%及澳门跌74.6%。
大和表示，第二财季内地零售额增长21％，归功于宝石和黄金的产品类别同店销售增长以及加快POS的添加量；宝石和黄金产品的平均售价提高，分别增长6%和22%；但由于金价高企情况下，黄金产品的销售疲软。此外，中国内地电子商务及O2O相关零售值按年增30%。
由于内地恢复速度、同店销售表现、扩张速度均较乐观，大和将周大福2021-2023财年度的收入预测升1-2%、每股盈利预测升2-3%。
另外大和还指出，周大福或可能被纳入MSCI指数是近期重新评级的催化剂。
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