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港股異動 | 滔搏(06110.HK)續漲4.8%,券商指公司新財年有望迎來業績拐點
格隆匯 02-17 11:00
格隆匯2月17日丨滔搏(06110.HK)股價繼續拉昇,現報8.85港元,創約兩個月新高,漲幅4.8%,總市值548.8億港元,近七個交易日累計上漲24%。開源證券指,預計公司FY2022Q4(2021.12-2022.2)銷售表現同比呈現復甦趨勢,12月流水環比11月跌幅收窄,1-2月初流水已實現正增長。公司業績逐漸復甦,預計FY2023將迎來業績拐點,但考慮到國際品牌供應鏈缺貨對FY2022Q4仍有影響,下調盈利預測,預計FY2022-FY2024淨利潤分別為26.1/31.3/36.4億元,目前估值調整到位,提供佈局機會,維持“買入”評級。

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