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《大行報告》麥格理上調安踏(02020.HK)目標價至82元評級「跑贏大市」
阿思達克 08-27 15:15

麥格理發表報告,上調安踏體育(02020.HK)今明兩年純利預測分別10%及18%,以反映上半年業績表現強勁,及集團管理層對下半年收入等前景展望正面。因應明年的盈利預測改變,該行上調對安踏目標價,由69元升至82元,評級維持「跑贏大市」。

該行表示,仍舊看好集團旗下「安踏」及「FILA」品牌的前景,並欣賞集團改善兩個品牌的收入及毛利率披露。另外,集團管理層提到,由於鞋類產品組合調整,「安踏」品牌在今年7月及8月的零售銷售表現較次季有改善,相信該品牌在下半年的增長勢頭會有進步。至於 「Amer」品牌,管理層估計其未來五年的銷售年均複合增長率,會由單位數加快至介乎10%至15%。

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