《大行報告》大摩上調滔搏(06110.HK)目標價至9.6元 評級「增持」
摩根士丹利發表報告指,滔搏(06110.HK)與國際領先品牌的合作關係進一步加強,其品牌組合傾向Nike,貢獻60%以上的銷量,這亦會令公司成為Nike在內地市場復甦的主要受惠者之一。另外,公司2023財年每平方米銷售將會低於疫前水平約40%,並預料公司2024財年將錄得強勁的按年銷量增長,達致與中國領先品牌的水平相若。
該行表示,將滔搏2023財年(截至2023年2月低止年度)銷量及盈利預測分別下調7%及20%,以反映去年11、12月疫情的影響,但將公司2024財年及2025財年的銷售及純利各下上調3%至5%,以反映由年初至今的需求復甦增速。該行將其目標價由7.6元上調至9.6元,相當預測2024年市盈率19倍,重申「增持」評級。(ca/w)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.