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港股異動 | 體育用品股續漲 李寧(2331.HK)、安踏(0220.HK)再創新高
格隆匯 10-10 16:10
格隆匯10月10日丨體育用品股今日續漲,中國最大運動鞋服零售商滔搏(6110.HK)今日在港上市,現報9.31港元,較招股價8.5港元漲9.53%。李寧(2331.HK)盤中高見26.15港元,再創2010年8月以來逾9年新高,暫五連升累漲逾17%;安踏(2020.HK)亦於盤中高見70.15港元,創歷史新高,現報69.8港元,漲近3%。摩通日前發報告指,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。維持對內地體育用品股“增持”看法,行業中首選李寧,予“增持”評級,目標價26港元;其次為安踏及特步,均予“增持”評級,目標價分別為78港元及6.6港元。此外,大華繼顯分析師Robin Yuen等在報告中表示,李寧贊助CBA可能會變得更受歡迎,將其目標價上調至28港元,評級升至“買入”,並稱李寧只有4%的收入或會受到NBA事件的潛在負面影響。
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