智通财经APP获悉，滔搏(06110)现跌超4%，截至发稿，跌4.06%，报2.6港元，成交额2910.86万港元。
消息面上，滔搏近期发布截至2024年8月31日止六个月业绩，收入130.547亿元人民币，同比下降7.9%；公司权益持有人应占利润8.738亿元，同比下降34.7%；每股基本盈利14.09分，拟派中期股息每股14分，上年同期派16分。另外，于2024/25财政年度第二季度，该集团零售及批发业务的总销售金额按年同比取得10-20%低段下跌。
交银国际考虑到目前客流量的压力仍在持续，该行下调公司财务预测。目标价3.06港元，基于11倍2025-26财年市盈率，评级下调至“中性”。招银国际则表示，调整滔搏未来三年净利润预测约11%至13%，以反映销售疲软、门店关闭增加、零售折扣提升、毛利率下降及更高的拨备和减值风险等等。虽然8%的股息率很高，但由于下半年前景不佳及耐克复苏时间也许较长，该行看法仍然保守。
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