摩通:升安踏(2020.HK)目标价至78港元 维持“增持”评级
摩通发表研究报告指,于本周三(28日)为安踏(2020.HK)
举办了一场投资者会议后,对其前景更感正面。主要讨论的要点包括:在店铺效益改善支持下,摩通料Fila 2019年及2020年销售将增61%及34%;安踏具有扩大市占率的新策略,以及公司目标下半年来自Amer的投资收益将超过4.9亿元人民币,相对今年上半年为亏损4.92亿元人民币,收支平衡在望,甚至在全年有轻微的正面贡献。
该行将安踏2019年至2021年度每股基本盈利预测调高2%至5%,目标价由74港元升至78港元,维持评级“
增持
”。
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