《大行报告》花旗升安踏体育(02020.HK)评级至「中性」目标价上调至55.7元(更正)
花旗7月7日发表研究报告,升安踏体育(02020.HK)评级至「中性」,目标价由29元升至55.7元。该行预测安踏2019-21年盈利增长20%、22%及14%,继续较看好李宁(02331.HK)。
该行指,公司季度同店销售、订货会、零售销售,以及核心安踏品牌的销售表现稳健,加上於第二季收购Amer消除了此前对公司配股的疑虑,同时公司於过去24个月业绩虽然较弱,但股价仍有上升,反映市场对其经营的信心。
该行又指,短期公司会受到Amer收购的负面影响,以及对上半年业绩的看法,中长期,未知管理层能否将Amer在内地作中高端品牌发展,同时关住Fila增长可能放慢。(ic/a)
(更正:2019-07-10 10:55:24 《大行报告》花旗升安踏体育
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