瑞信:升安踏(2020.HK)及特步(1368.HK)評級至“跑贏大市” 首選李寧(2331.HK)
瑞信發表研究報告,指最新數據顯示,自7月首周起至9月底,所有運動品牌的平均每週線上服裝價格都有所上漲。Nike平均價格升30%,Adidas升11%,Fila升14%。本地品牌中,李寧(02331.HK),特步(01368.HK) 及安踏(02020.HK)分別升7%及5%。李寧的服裝價格溢價在過去數週內也有所擴大,現在比安踏高47%,比特步高68%。同一時間,李寧的每週鞋類平均價格上漲了6%,對比安踏跌2%,特步則升3%。
該行指,由於線上購物趨勢正面,加上渠道檢查結果,該行將李寧目標價由23.6港元升至26.3港元,評級“跑贏大市”,併為行業首選。此外,由於Fila增長較高,該行將安踏目標價由60港元升至76港元,評級由“中性”升至“跑贏大市”。而由於特步近日股價落後,該行將其評級由“中性”升至“跑贏大市”,目標價則由5.4港元降至4.9港元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.