智通财经APP获悉,卡罗特(02549)午后跌超9%,截至发稿,跌9.21%,报5.03港元,成交额1472.63万港元。
消息面上,卡罗特公布,该集团前三季度总收入同比增长约 40%至 50%;公司将继续积极进一步发展其业务,扩大线上及线下销售渠道,拓展新的市场和客户群,从而推动未来增长,为公司股东及投资者创造更大价值。此外,公司公告称,悉数行使超额配股权,额外筹逾1亿元;稳定价格行动及稳定价格期结束。
值得注意的是,美国大选逐步进入尾声,从最新民调、博彩赔率、提前投票等综合来看,共和党候选人特朗普似占上风。大摩认为,特朗普若胜选,关税改革很可能会先行。据悉,卡罗特大部分营收来自海外市场,且去年因美国、西欧市场的销售成绩亮眼及品牌知名度提升,卡罗特的海外营收增长还超过一倍。海外渠道中,亚马逊以及沃尔玛的收入增长飞速,单亚马逊的收入在2023年就达到了6.7亿元,占比为48.8%;今年一季度达到2.35亿元,占比达到52.2%。
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