《大行报告》大摩料滔搏(06110.HK)盈利可迎「V」型复苏 维持「增持」评级
摩根士丹利发表研究报告,指滔搏(06110.HK)的2020财年下半年的销售跌幅大过该行预期,而毛利率的表现则符预期,并在销售及行政开支上作出努力。该行又指,公司的营运资本较预期强劲,强劲的现金流为公司造就利好的平台,以捕捉疫情後的需求增长,并支持该行认为公司的盈利可望有「V」型复苏的看法。因此,该行维持对滔搏的正面看法,维持「增持」投资评级,目标价12.1元。
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