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安踏(02020.HK)李寧(02331.HK)漲7%-8% 摩通看好今年體育用品股
阿思達克 01-09 11:40
摩通看好今年內地體育用品,相關股今天彈幅遠超大市,尤其是獲摩通視為行業首選看31元的李寧(02331.HK)繼昨天隨大市整固後,今早股價高見26.45元,創逾一個月高,現造26.25元,急漲8.2%,成交已達802萬股。 安踏(02020.HK)升破50天線(74.2元),最高見76.6元,現造76.55元,回升6.9%,成交362萬股;特步(01368.HK)升破50天線(4.22元),最高見4.3元,現造4.27元,回升3.1%,成交220萬股。此外,361度(01361.HK)重越10天線(1.4元),最高見1.43元,現造1.41元,升2.2%。 摩根大通指出,市場預期內地體育用品行業今年銷售及息稅前利潤按年升21.9%及27.9%,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,包括本土品牌崛起(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。報告又補充,經過該行於廣州及上海作實地考察後,發現即使在稍為不利天氣下,李寧旗下品牌中國李寧之銷售於去年11-12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元;其次安踏及特步,均予「增持」評級。(sz/t)~ 阿思達克財經新聞 網址: www.aastocks.com
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