《大行报告》摩通升安踏(02020.HK)目标价至74元评级「增持」
摩根大通发表报告指,安踏(02020.HK)上半年业绩大致符合早前盈喜,於参与该公司分析员会议後,该行看好其前景,主因包括公司将Fila全年收益增长指引由超过30%上调至超过50%;7至8月份销售趋势仍强劲;对Amer品牌整合上轨道;品牌Descente上半年已达收支平衡。
该行上调其2019至2020年盈利预测3%至4%,目标价相应由70.8元上调至74元,以反映市盈率22倍,维持「增持」评级。
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