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港股异动|净利大增叠加获券商看好安踏体育涨逾5%股价再创新高
格隆汇 08-27 09:45
格隆汇8月27日丨安踏体育(2020.HK)跳空高开高走,现涨5.14%,报64.4港元,盘中高见64.6港元再次新高,暂成交9146.3万港元,最新总市值1740亿港元。公司昨日公告称,截至2019年6月30日止6个月集团收益148.11亿元人民币,同比增长40.3%;股东应占溢利24.83亿元人民币,同比增长27.7%;宣派中期股息每股31港仙。国盛证券指,公司作为本土体育服饰龙头,品牌矩阵完善,主品牌稳健,FILA高速增长。同时公司战略性收购Amer打开国际化大门。基于上半年运营再超预期,认为集团全年业绩有望再提速,上调2019、2020、2021年净利润预测至56.3、70.5、86.7亿元。考虑业绩超预期及估值切换,给予公司一年期目标价82港元(对应市值2200亿港元),对应2020年PE28倍,维持“买入”评级。
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