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汇丰研究升安踏(2020.HK)目标价至70港元指FILA业务成巨大引擎
格隆汇 08-27 12:28

汇丰环球研究发表报告表示,安踏体育(02020.HK)今年上半年业绩巩固,受惠于FILA品牌业务所带动,FILA品牌业务上半年收入增长80%,贡献集团总体收入及营运溢利44%,成为增长的巨大引擎,可支持安踏受益於「运动+休闲」趋势,指公司正从「ANTA」转变为「FI-TA」(FILA+ANTA),并成为世界级多元品牌的体育用品集团。

该行重申对安踏体育“买入”投资评级,指公司处良好位置,可维持短期增长表现,上调对其目标价由49.4港元升至70港元,此按现金流折现率作估值,并调高对其2019年至2020年每股盈利预测各5.8%及21.3%,分别至2.02元人民币及2.68元人民币。

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