摩通:維持“增持”內地體育用品股 首選李寧(2331.HK)
摩根大通發表報告表示,內地體育用品銷售於7-8月表現強勁,雖然9月因為天氣因素稍微放緩,但第三季維表現仍持穩固。此外,該行指剛從四川成都的實地渠道調查中回來,認為民族主義情緒將使李寧的銷售勢頭受惠,該行維持對內地體育用品股“增持”看法。
該行指,行業中首選李寧(02331.HK),給予“增持”評級,目標價26港元;其次為安踏(02020.HK) 及特步(01368.HK),分別給予“增持”評級,目標價分別為78港元及6.6港元。
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