港股異動丨滔搏(6110.HK)急漲超4% 績後獲機構看好
格隆匯10月29日丨滔搏(6110.HK)快速拉昇至4.27%,報10.74港元,暫成交8334萬港元,總市值666億港元。滔搏日前公佈21財年上半年淨利潤/銷售額同比下降11%/7%。交銀國際指出,雖然毛利率收縮210個基點,但營業利潤率僅下降20個基點至12.1%。派息比率為246%(中期息為57%,特別息為189%),股息收益率約為6%。從7/8月到9/10月,銷售勢頭有所改善,上半年商店面積同比正增長5.2%。維持滔搏買入評級。浙商證券表示,公司高效運營體系疫情下表現穩健,數字化轉型引領行業變革,在疫情面前庫存與去年同期基本保持持平狀態。

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