Core Viewpoint - Lao Pu Gold (06181) has shown a rebound of over 4%, with a current price of 781 HKD and a trading volume of 618 million HKD, following the release of its performance forecast indicating significant revenue and profit growth for the first half of the year [1] Financial Performance - The company expects its revenue for the first half of the year to be approximately 12 billion to 12.5 billion HKD, representing a year-on-year increase of about 241% to 255% [1] - Net profit is projected to be around 2.23 billion to 2.28 billion HKD, reflecting a year-on-year growth of approximately 279% to 288% [1] Market Analysis - Goldman Sachs expressed limited concern regarding Lao Pu Gold's sales performance, attributing potential underperformance to the minimal contribution from new stores opened in late May and June [1] - Morgan Stanley noted that the robust expansion of boutique stores, including five new openings and one renovation, has not yet been reflected in the first half financial results, with contributions expected in the second half of 2025 [1] - The new boutique stores are anticipated to perform strongly during their opening promotions, benefiting from an ideal customer base, strong foot traffic, and sales [1] Future Catalysts - Future catalysts for Lao Pu Gold include the opening of new stores and the potential inclusion in the MSCI China Index, which could further enhance brand value and market presence [1]
港股异动 | 老铺黄金(06181)反弹逾4% 摩称精品店扩张未在上半年财报体现 有望带动下半年业绩