瑞银发表研究报告指,滔搏(06110.HK) 2025财年第三季的销售按年跌幅为中个位数,零售渠道表现略优于批发,并胜于该行预期;网上销售按年增长双位数。不过,滔搏管理层维持其指引,即2025财年的收入及纯利分别按年降高个数及35至45%。瑞银表示,虽然滔搏短期内会优先清理库存,但认为其估值吸引,料股息收益率在今年大规模促销及库存调整后,潜在毛利率改善将作支撑集团,并对集团的派息能力有信心。该行...
Source Link瑞银发表研究报告指,滔搏(06110.HK) 2025财年第三季的销售按年跌幅为中个位数,零售渠道表现略优于批发,并胜于该行预期;网上销售按年增长双位数。不过,滔搏管理层维持其指引,即2025财年的收入及纯利分别按年降高个数及35至45%。瑞银表示,虽然滔搏短期内会优先清理库存,但认为其估值吸引,料股息收益率在今年大规模促销及库存调整后,潜在毛利率改善将作支撑集团,并对集团的派息能力有信心。该行...
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