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大和:上調滔搏(6110.HK)目標價至12.8港元 重申買入評級
格隆匯 10-29 12:36

大和發表研究報告指,滔搏(6110.HK)管理層透露9-10月的銷售較7月及8月有所加速,庫存水平略高於去年同期水平,因“雙11”購物節前提高庫存量,仍符合該行預期。自新冠肺炎封城措施實施以來,其零售折扣有所改善,同時數據字化轉型有助提升營運效率,該行將公司目標價由12港元上調至12.8港元,重申買入評級。

該行又指,公司於2021年財年上半年派發特別股息,將支持其強的現金流能力,除了恆常的派息政策,料公司將持續利用額外淨現金派息特別息。另外,該行將滔搏2021至23年度每股盈利預測下調9%。

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