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大和:上调滔搏(6110.HK)目标价至12.8港元 重申买入评级
格隆汇 10-29 12:36

大和发表研究报告指,滔搏(6110.HK)管理层透露9-10月的销售较7月及8月有所加速,库存水平略高于去年同期水平,因“双11”购物节前提高库存量,仍符合该行预期。自新冠肺炎封城措施实施以来,其零售折扣有所改善,同时数据字化转型有助提升营运效率,该行将公司目标价由12港元上调至12.8港元,重申买入评级。

该行又指,公司于2021年财年上半年派发特别股息,将支持其强的现金流能力,除了恒常的派息政策,料公司将持续利用额外净现金派息特别息。另外,该行将滔搏2021至23年度每股盈利预测下调9%。

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