Update shared on20 Aug 2025
Fair value Increased 5.49%The consensus analyst price target for Luk Fook Holdings (International) has been raised, primarily reflecting slightly improved forecasts for revenue growth and future earnings multiples, resulting in a new fair value estimate of HK$24.73.
What's in the News
- Proposed final dividend of HKD 0.55 per share, with total dividend for the year at HKD 1.10 per share, down from HKD 1.41 last year.
- FY2025 profit expected to decrease by approximately 40% year-over-year, mainly due to widening gold hedging losses and high base effect from prior one-off gains.
- Excluding gold hedging losses and prior year one-off gains, underlying profit decline is estimated at below 10%.
- Same store sales in Mainland China posted double-digit growth from April to May 2025, while Hong Kong and Macau markets were flat.
- Board considered annual results and final dividend recommendation at recent meeting.
Valuation Changes
Summary of Valuation Changes for Luk Fook Holdings (International)
- The Consensus Analyst Price Target has risen from HK$23.44 to HK$24.73.
- The Consensus Revenue Growth forecasts for Luk Fook Holdings (International) has risen slightly from 9.7% per annum to 10.1% per annum.
- The Future P/E for Luk Fook Holdings (International) has risen slightly from 9.81x to 10.05x.
Disclaimer
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