Core Viewpoint - Luk Fook Holdings (00590) experienced a counter-trend increase of over 2%, with a current rise of 1.91% to HKD 25.64, and a trading volume of HKD 10.61 million. The company reported strong retail sales performance in Q2 of FY2026, benefiting from a low base effect and improved same-store sales [1]. Group 1: Sales Performance - The overall retail sales value for Q2 increased by 18% year-on-year, while retail revenue rose by 15% [1]. - The retail value of gold products, which are priced, saw an increase in its proportion to total sales, rising by 4 percentage points to 16% compared to the same period last year [1]. - Same-store sales improved to +10% in Q2, reflecting a positive trend in retail performance [1]. Group 2: Market Analysis - The average international gold price increased by approximately 40% year-on-year, reaching new highs in September, yet same-store sales for gold products improved from flat to +6% [1]. - Retail value and revenue in Hong Kong, Macau, and overseas markets rose by 13%, with same-store sales achieving a double-digit increase of +11% [1]. - The mainland China market showed strong performance, with retail value increasing by 20% and retail revenue rising by 23%, primarily driven by e-commerce [1].
六福集团逆势涨超2% 第二财季零售收入同比升15% 同店销售增长10%