Update shared on 19 Dec 2025
Analysts have nudged their price target for Luk Fook Holdings (International) modestly higher to HK$31.26, reflecting slightly increased discount rate and valuation assumptions while keeping growth and margin expectations broadly unchanged.
What's in the News
- Company issues earnings guidance for the six months ended 30 September 2025, forecasting revenue growth of approximately 20% to 30% year on year, driven by effective product differentiation and stronger fixed price jewellery sales (company guidance).
- Profit for the same period is projected to increase by about 40% to 50%, supported by higher gold prices, an improved sales mix toward fixed price jewellery, and operating leverage (company guidance).
- Board meeting scheduled for 27 November 2025 to approve interim results for the six months ended 30 September 2025 and to consider the payment of an interim dividend, if any (company announcement).
Valuation Changes
- Fair Value: Unchanged at approximately HK$31.26 per share, indicating stable overall valuation despite minor assumption tweaks.
- Discount Rate: Risen slightly from about 8.89 percent to roughly 9.07 percent, which implies a modestly higher required return and a marginally more conservative risk assessment.
- Revenue Growth: Essentially unchanged at around 10.75 percent, suggesting no material shift in expectations for revenue.
- Net Profit Margin: Effectively flat at about 10.85 percent, reflecting stable profitability assumptions.
- Future P/E: Edged up slightly from roughly 10.91x to 10.96x, which points to a marginally higher multiple applied to forward earnings.
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