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滔搏(06110.HK)曾挫10%創近五個月低 高盛指下半財年純利遜預期
阿思達克 05-24 11:36
滔搏(06110.HK)績後扭兩連升,今日(24日)低開2.6%後,早段跌幅擴大,曾跌最多10.4%,低見6.18元創近五個月低。現報6.43元,跌6.8%,成交854萬股,涉資5,603萬元。 高盛發表報告指滔搏2023財年下半年純利遜預期,受累毛利率下滑,但被更佳經營開支控制、更多政府補貼及稅率下降所部分抵銷;銷售按年跌15%,略遜該行預期跌14%,但關閉門店數量多於預期,或驅動了單店銷售表現改善。下半財年毛利率錄37.9%,較該行預期低3.8個百分點。 高盛指,雖然滔搏純利遜預期,但留意到個別國際運動品牌銷售趨勢改善。此外,計及末期連特別息共20分人民幣,以及估算2024財年中期/末期合計股息分派比率料達70%,意味公司股息率料達8%。予滔搏「買入」評級,目標價8.7元。
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