大行評級|瑞銀:下調滔搏目標價至6.6港元 下調2025至27財年每股盈測
瑞銀髮表研究報吿指,滔搏截至今年5月底止首財季經營數據,零售與批發收入按年下跌中單位數百分比,主要由於期內消費需求疲軟,以及去年同期的高基數所致,另外主要品牌亦根據今年巴黎奧運有所調整產品組合和推售節奏。瑞銀指,管理層早前已提到今年3月至4月銷售額錄得按年下降,而且同業表現亦相若,因此首財季表現屬符合預期。基於銷售前景疲軟,瑞銀將滔搏2025至2027財年每股盈利預測相應下調5%至8%,至0.37、0.39及0.41元,對比市場普遍預期為0.39、0.44及0.49元,目標價從7.3港元降至6.6港元,維持“買入”評級。
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