安踏(02020.HK)李宁(02331.HK)涨7%-8% 摩通看好今年体育用品股
摩通看好今年内地体育用品,相关股今天弹幅远超大市,尤其是获摩通视为行业首选看31元的李宁(02331.HK)继昨天随大市整固後,今早股价高见26.45元,创逾一个月高,现造26.25元,急涨8.2%,成交已达802万股。
安踏(02020.HK)升破50天线(74.2元),最高见76.6元,现造76.55元,回升6.9%,成交362万股;特步(01368.HK)升破50天线(4.22元),最高见4.3元,现造4.27元,回升3.1%,成交220万股。此外,361度(01361.HK)重越10天线(1.4元),最高见1.43元,现造1.41元,升2.2%。
摩根大通指出,市场预期内地体育用品行业今年销售及息税前利润按年升21.9%及27.9%,经营利润率及股本回报率分别为17.2%及22.7%。该行认为,行业会出现两大趋势,包括本土品牌崛起(基於产品设计、品质及价格等方面),以及透过不断并购实行多品牌策略。报告又补充,经过该行於广州及上海作实地考察後,发现即使在稍为不利天气下,李宁旗下品牌中国李宁之销售於去年11-12月持续有稳定增幅,相信市场已完全接纳其新推出系列,因此体育用品股中首选李宁,目标价为31元;其次安踏及特步,均予「增持」评级。
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.