《大行報告》瑞銀上調滔搏(06110.HK)目標價至8.3元 評級「買入」
瑞銀發表研究報告指,滔搏(06110.HK)今年3月至5月份首財季零售及批發業務總銷售額按年下降超過20%,基本符合該行預期。
該行表示,期內零售渠道銷售跌幅少於批發業務,主要由於受到物流鏈中斷的影響較小,以及線上銷售增長所抵銷。疫情下,首財季門店客流大減30%至40%,跌幅至6月份收窄至個位數,銷售趨勢亦相似,同時「618」購物節銷售強勁增長,庫存水平亦有所改善。
該行將滔搏2023財年淨利潤預測略微下調2%,以反映首財季銷售表現,但基於較低的貝塔系數,將目標價由7.9元上調至8.3元,維持「買入」評級。
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