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港股异动 | 香港零售股普跌 香港10月零售业销货额录最大单月按年跌幅
格隆汇 12-03 14:08
格隆汇12月3日丨香港零售股普跌,六福(0590.HK)跌近4%领跌,利福国际跌逾3%,莎莎跌逾2%,周大福跌逾1%。年初至今,莎莎已累跌逾40%,利福累跌逾27%,板块内仅内地业务比重较高的周大福年初至今录得涨幅,暂累涨近20%。香港政府统计处发表最新的零售业销货额数字显示,今年10月的零售业总销货价值的临时估计为301亿港元,同比下跌24.3%。政府发言人表示,零售业销售在十月持续大幅下滑,并录得有记录以来最大的单月按年跌幅。汇丰研究今日发研报指,六福上半财年来自港澳和内地的收入分别跌26%及9%,若在港同店销售持续恶化,将令港澳地区的经营溢利进一步下行。预期集团今年全年收入跌21%,港澳地区下半年跌幅扩至30%。将目标价由23.4港元降至19.9港元,维持“持有”评级。此外据悉,该行上周亦发研报下调莎莎目标价至1.8港元,评级“持有”。
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