大行評級 | 美銀證券:下調滔搏(6110.HK)明後兩年收入預測 重申買入評級
格隆匯12月23日丨滔搏(6110.HK)早前公佈第三季零售及批發業務總銷售金額按年錄得逾20%跌幅。美銀證券將滔搏目標價下調15%至10.6港元,重申“買入”評級。將滔搏2022和2023年收入預測分別下調11%和13%。
該行又指,儘管疫情和供應鏈中斷導致短期內零售銷售面臨壓力,但滔搏市場份額繼續增加,其11月季度好過其最接近的同行寶勝國際和耐克,2022下半財年業績可能見底,2023財年可能是復甦的一年,發展非核心品牌和與新品牌合作均是未來增長機會。
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