港股异动 | 滔搏(06110)再跌超6% 公司短期流水偏弱 瑞银下调其盈利预测
滔搏(06110)再跌超6%,截至发稿,跌5.76%,报3.76港元,成交额1420.29万港元。
消息面上,滔搏日前公布首财季营运数据,零售及批发业务总销售金额同比取得中单位数下跌,直营门店毛销售面积同比减少0.5%,较2月底减少1.4%。大和认为,短期流水偏弱主要原因是消费者情绪疲软,尤其是线下渠道,加上高基数影响以及为备战2024年夏季奥运会而改变新产品推出。
中金指,今年以来终端消费需求较为波动,线下客流承压,同时受到主力品牌部分产品到货节奏调整及去年同期高基数影响,首季滔搏零售及批发业务总销售金额按年下滑中单位数。瑞银指,管理层早前已提到今年3月至4月销售额录得按年下降,而且同业表现亦相若,因此首财季表现属符合预期。基于销售前景疲软,瑞银将滔搏2025至2027财年每股盈利预测相应下调5%至8%。
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