You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|麥格理:下調滔搏目標價至7.2港元 下調2025及26財年盈測
格隆匯 06-28 13:41
麥格理髮表報吿指,滔搏在5月底止首財季總銷售額有中單位數跌幅,主要受累於消費情緒疲弱,實體店銷售受高比較基數影響,庫存對銷售比率維持於4至5個月的穩定水平,80%存貨仍為新產品,該行預期2025財年上半年度收入按年跌3%,之前預估則為升3%,在第二財季有輕微改善,主要品牌及其他品牌的銷售表現相若,而網上銷售佔比增加,對經營利潤率的影響輕微。該行對滔搏2025及2026財年盈利預測分別下調3%及2%,目標價由7.4港元下調至7.2港元,相當於預測2025財年市盈率17倍,評級“跑贏大市”。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account