港股異動 | 李寧(2331.HK)漲逾3% 績後獲大行看好
格隆匯10月25日丨李寧(2331.HK)今日續漲,年初至今已累漲214.57%,現報26.1港元,漲3.16%,暫成交1.4億港元,最新總市值603.9億港元。李寧本週一(21日)午間公佈,截至9月30日止第三季度,整個平台的同店銷售同比實現10%-20%高段增長。就渠道而言,零售(直接經營)渠道和批發(特許經銷商)渠道均實現10%-20%低段增長,電子商務虛擬店鋪業務同比增長為50%-60%中段。績後摩通發研報指,李寧第三季業績正面,零售銷售及同店銷售增長均有所加快,表現略為好過該行預期。相信在改善產品、渠道效益及供應鏈方面的努力將會為未來三年的毛利率擴張帶來支持,將目標價升至31港元,維持“增持”評級,為中國運動服裝品牌板塊上的首選。
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