港股异动 | 滔搏(06110)午后跌超4% Q3流水增速降幅收窄 公司短期内会优先清理库存

智通财经
09 Jan

智通财经APP获悉,滔搏(06110)午后跌超4%,截至发稿,跌4.12%,报2.79港元,成交额2268.15万港元。

消息面上,滔搏此前公布,于2024/25财政年度第三季度,该集团零售及批发业务的总销售金额同比取得中单位数下跌,环比上季度的低双位数下滑有所收窄。截至2024年11月30日,直营门店毛销售面积较上一季末减少2.1%,较去年同期减少4.4%。

瑞银发表研报称,滔搏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。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,预计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。

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