《大行報告》花旗升安踏體育(02020.HK)評級至「中性」目標價上調至55.7元(更正)
花旗7月7日發表研究報告,升安踏體育(02020.HK)評級至「中性」,目標價由29元升至55.7元。該行預測安踏2019-21年盈利增長20%、22%及14%,繼續較看好李寧(02331.HK)。
該行指,公司季度同店銷售、訂貨會、零售銷售,以及核心安踏品牌的銷售表現穩健,加上於第二季收購Amer消除了此前對公司配股的疑慮,同時公司於過去24個月業績雖然較弱,但股價仍有上升,反映市場對其經營的信心。
該行又指,短期公司會受到Amer收購的負面影響,以及對上半年業績的看法,中長期,未知管理層能否將Amer在內地作中高端品牌發展,同時關住Fila增長可能放慢。(ic/a)
(更正:2019-07-10 10:55:24 《大行報告》花旗升安踏體育
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