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李寧(2331.HK)漲幅擴大至近10%領漲板塊 市場憧憬2019年行業業績亮眼
格隆匯 01-09 13:28
格隆匯1月9日丨港股市場體育股全線上漲,其中,李寧(2331.HK)漲9.69%,安踏(2020.HK)漲7.96%,特步漲5.56%,滔博漲3.63%,361度和中國動向漲超2%,僅本間高爾夫(6858.HK)下跌超2%。市場憧憬2019年體育行業業績亮眼,安踏1月6日發佈的業績預告預計2019年溢利同比將增長不少於45%。小摩最新報告表示,市場預期內地體育用品行業今年銷售及息税前利潤按年升21.9%及27.9%,而經營利潤率及股本回報率分別為17.2%及22.7%。該行認為,行業會出現兩大趨勢,包括本土品牌掘起(基於產品設計、品質及價格等方面),以及透過不斷併購實行多品牌策略。經過該行於廣州及上海作實地考察後,發現即使在稍微不利的天氣下,李寧(2331.HK)旗下品牌中國李寧的銷售於去年11至12月持續有穩定增幅,相信市場已完全接納其新推出系列,因此體育用品股中首選李寧,目標價為31港元;其次安踏(2020.HK)及特步(1368.HK),均予“增持”評級。
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