连续第三日上涨！滔搏(6110.HK)财报超预期频受券商看好
5月27日，滔搏(6110.HK)涨近超4%，连续第三日上涨，目前涨至10.84港元，股价或有望挑战其上市以来高点11.28港元，最新总市值为672亿港元。
来源于：Wind
滔搏国际控股有限公司（以下简称“滔搏”）于2019年上市，目前是国内最大的运动鞋服零售平台，该集团的全部收益基本来自于国外客戶，主力品牌包括耐克、阿迪达斯等。
而这一连涨的原因主要是在于近日公司财报释出利好，营收净利实现双增，进而受到了多家券商的垂青。
根据其最新财报，虽然整体规模增长受制于新冠疫情影响，但基于门店业绩进一步提升、直营门店毛销售面积增加及批发业务规模增长，截至2月29日止年度集团收入约336.9亿元,按年升约3.46%；纯利约23.03亿元,按年升约4.73%；毛利141.88亿元，升约42%；经营溢利33.03亿元,升2%；毛利率达到42.1%，提高0.3个百分点；每股盈利40.88分。此外，截至报告期末，公司在国内300多个城市共拥有直营门店8395家，同比上年净增加52家，毛销售面积增长10.6%。
来源于：官方公告
此外，集团方面表示,将继续加快数字化转型、拓展并持续优化门店网络、以数字化深入与消费者的全域、跨场景互动,以及扩大品牌供应,深化与品牌合作伙伴的合作。
美林证券指出，看好其有质量的执行力及潜在市场份额的增加，重申“买入”评级，目标价为10.8港元。
大摩发表研究报告称，尽管滔搏2020财年下半年的销售跌幅大过该行预期，但公司的营运资本较预期强劲，强劲的现金流为公司创造良好的平台，支持公司的盈利有望实现V型复苏的看法，维持“增持”评级，目标价12.1港元。
交银国际发布研报称，相对于宝胜国际，滔搏在低迷时期更具防御力，且资产负债表更佳，天猫/京东商城的订户更多，且更享有作为耐克和阿迪在中国最大分销商的独特优势。该行首次覆盖“买入”评级，升目标价至12.4港元。
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