港股異動丨波司登大漲6.42% 業績再超預期 獲多家大行看好
格隆匯12月2日丨波司登(3998.HK)大漲6.42%,報3.98港元,成交1.84億港元,總市值430.6元港元。

波司登中期業績向好,公告顯示,截至2019年9月30日止6個月,波司登營收44.36億元,同比增28.8%;毛利率提升1.2個百分點至43.5%;淨利同比增36.4%至3.43億元。品牌羽絨服業務仍為集團的最大收入來源,期內取得收入約為25.33億元,佔總收入的57.1%,同比上升42.9%。財報還顯示,波司登旗下全品牌線上銷售收入達3.05億元,同比增70.9%。
績後多家大行發佈唱多研報,中泰發佈報告稱,波司登中期業績超出預期,羽絨服業務加強品牌滲透,預計該公司2020-21財年的淨收益分別為12.85億及14.79億元人民幣,對應每股盈利為0.12元及0.14元,維持“買入”評級。天風證券維持其“買入”評級,目標價4.68港元。國泰君安維持“增持”評級,目標價4.55港元。方正證券首次覆蓋,給予“推薦”評級。
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