《大行報告》高盛微降滔搏(06110.HK)目標價至7.4元 評級「買入」
高盛發表報告指,滔搏(06110.HK)管理層對全年業績表現維持信心,料明年訂單增長會加快。該行指,9月增長勢頭較上半年有所加快,黃金周及中秋長假期維持增長,零售折扣仍處於低單位數,按年有所改善。同時管理層看到所有品牌呈健康上揚的走勢,而且進取的關閉門市行動即將結束,但公司會持續致力於提高每店銷售和每平方米銷售的效率,令產品週轉更快及透過強大的數碼化促進營運效率。
該行相信,公司在小眾/戶外活動產品上的新品牌及新模式新業態,能更好地滿足消費者的需求;該行將2024財年純利預測上調3%,2025財年至26財年則下調1%,並將其目標價由7.5元下調至7.4元,維持其評級為「買入」。(ca/k)
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