大行評級|麥格理:下調降滔搏目標價至2.5港元 下調2025與26財年淨利預測
麥格理髮表報吿指,滔搏發盈警,預計2025財年上半年在營收與毛利率不利影響下,淨利將較去年同期減少35%。雖然下半財年的營收跌幅或會擴大,但若無任何重大投資,公司仍將堅持100%的盈利派息比率。該行將滔搏目標價下調65%,由7.2港元降至2.5港元,並將評級降至“中性”。基於較低的營收與利潤預測,該行將2025與2026財年淨利預測分別下調34%與35%。
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