連續第三日上漲！滔搏(6110.HK)財報超預期頻受券商看好
5月27日，滔搏(6110.HK)漲近超4%，連續第三日上漲，目前漲至10.84港元，股價或有望挑戰其上市以來高點11.28港元，最新總市值為672億港元。
來源於：Wind
滔搏國際控股有限公司（以下簡稱“滔搏”）於2019年上市，目前是國內最大的運動鞋服零售平台，該集團的全部收益基本來自於國外客户，主力品牌包括耐克、阿迪達斯等。
而這一連漲的原因主要是在於近日公司財報釋出利好，營收淨利實現雙增，進而受到了多家券商的垂青。
根據其最新財報，雖然整體規模增長受制於新冠疫情影響，但基於門店業績進一步提升、直營門店毛銷售面積增加及批發業務規模增長，截至2月29日止年度集團收入約336.9億元,按年升約3.46%；純利約23.03億元,按年升約4.73%；毛利141.88億元，升約42%；經營溢利33.03億元,升2%；毛利率達到42.1%，提高0.3個百分點；每股盈利40.88分。此外，截至報告期末，公司在國內300多個城市共擁有直營門店8395家，同比上年淨增加52家，毛銷售面積增長10.6%。
來源於：官方公告
此外，集團方面表示,將繼續加快數字化轉型、拓展並持續優化門店網絡、以數字化深入與消費者的全域、跨場景互動,以及擴大品牌供應,深化與品牌合作伙伴的合作。
美林證券指出，看好其有質量的執行力及潛在市場份額的增加，重申“買入”評級，目標價為10.8港元。
大摩發表研究報告稱，儘管滔搏2020財年下半年的銷售跌幅大過該行預期，但公司的營運資本較預期強勁，強勁的現金流為公司創造良好的平台，支持公司的盈利有望實現V型復甦的看法，維持“增持”評級，目標價12.1港元。
交銀國際發佈研報稱，相對於寶勝國際，滔搏在低迷時期更具防禦力，且資產負債表更佳，天貓/京東商城的訂户更多，且更享有作為耐克和阿迪在中國最大分銷商的獨特優勢。該行首次覆蓋“買入”評級，升目標價至12.4港元。
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