《大行報告》高盛升李寧(02331.HK)目標價至19元維持「買入」評級
高盛發表研究報告指,李寧(02331.HK)昨日(24日)發盈喜,預料中期溢利按年至少增加4.4億元人民幣。該行相信公司持續經營業務勝預期,主因批發收入增長較預期理想、均價及折扣見改善、電子商貿增長穩固,以及李寧店舖及童裝的貢獻。
報告指,相信李寧收入增長穩固,利潤率可如期擴張,加上效率提升下,將有空間再進一步優化。該行將其2019年至2021年盈利預測調高30%、10%及13%,達到12.78億元人民幣、14.21億元人民幣及17.51億元人民幣,而目標價由14.2元升至19元,維持「買入」評級。
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