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《大行报告》麦格理上调安踏(02020.HK)目标价至82元评级「跑赢大市」
阿思达克 08-27 15:15

麦格理发表报告,上调安踏体育(02020.HK)今明两年纯利预测分别10%及18%,以反映上半年业绩表现强劲,及集团管理层对下半年收入等前景展望正面。因应明年的盈利预测改变,该行上调对安踏目标价,由69元升至82元,评级维持「跑赢大市」。

该行表示,仍旧看好集团旗下「安踏」及「FILA」品牌的前景,并欣赏集团改善两个品牌的收入及毛利率披露。另外,集团管理层提到,由於鞋类产品组合调整,「安踏」品牌在今年7月及8月的零售销售表现较次季有改善,相信该品牌在下半年的增长势头会有进步。至於 「Amer」品牌,管理层估计其未来五年的销售年均复合增长率,会由单位数加快至介乎10%至15%。

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