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港股異動 | 體育用品股續漲 滔博(6110.HK)升逾4%創新高
格隆匯 01-10 10:45
格隆匯1月10日丨體育用品股延續漲勢,滔博(6110.HK)升逾4%領漲,盤中觸及10.4港元創新高;安踏漲逾1%,李寧、特步小幅跟漲。市場憧憬2019年體育行業業績亮眼,安踏近日發公告料2019年溢利同比將增長不少於45%。花旗日前發研報指,滔搏擁有無與倫比的離線服務零售網絡,可以快捷地發展其以消費者為中心的商業模式;列其為消費者非必需品股份的首選,目標價12.49港元。摩通亦指,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,包括本土品牌掘起以及透過不斷併購實行多品牌策略。首選李寧,目標價為31港元;其次安踏及特步,均予“增持”評級。
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