港股異動丨滔搏升超7% 於下週二公佈全年業績 同業寶勝業績強勁
格隆匯5月15日丨滔搏(6110.HK)升超7.19%,報7.16港元,總市值444億港元,盤中一度飆升17.96%。公司上週四(11日)宣佈,公司將於5月23日(星期二)舉行董事會會議,藉以審議及批准公司及其附屬公司截至2023年2月28日止的全年已審核業績。同業的寶勝國際上週公佈首季盈利增近1.2倍,股價上週四收升21%。浦銀國際發研報指,寶勝4月與五一黃金週收入增長強勁,預期滔搏24財年一季度的收入增速有望高於市場預期。該行提到,預計滔搏3月以後的零售折扣已恢復至優於去年同期的水平。公司短期對庫存的調整和優化將帶動24財年毛利率同比大幅反彈。該行暫時維持24-25財年的盈利預測。隨着滔搏未來業績確定性不斷增強、利潤率持續改善、市場認可度不斷提升,該行預計滔搏的估值水平有望在24財年繼續上升。維持滔搏9.5港元的目標價,且維持滔搏“買入”評級及行業首選。

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